Stripes Group, LLC (New York)

Stripes Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stripes Group: assets under management

The assets under management (AUM) of Stripes Group, LLC is $443.18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $443.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stripes Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in New York

The principal office where Stripes Group, LLC performs its advisory services is located at 70 E. 55 Th Street, Floor 11, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-823-0720 or by fax 212-823-0721. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at stripesgroup.com/.

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