Schonfeld Weston Capital Management LLC (Westport)

Schonfeld Weston Capital Management LLC is a large advisory firm based in Westport. It manages $60.42 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.

Schonfeld Weston Capital Management 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.

Schonfeld Weston Capital Management: assets under management

The assets under management (AUM) of Schonfeld Weston Capital Management LLC is $60.42 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $60.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schonfeld Weston Capital Management 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.

Careers at Schonfeld Weston Capital Management LLC

Andrew Mark Fishman has been acting as President since 1 Jan 2006. Philip K Thomas joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Weston Capital Asset Management Llc	Member	1 Jan 2006	Other	111761
Carl Stephen Goldberg	Chief compliance officer	1 Jan 2006	Other	2746435
Kristen Marie Leopold	Chief financial officer	1 Jan 2006	Other	4452669
Ibrahim Albert Hallac	Vice chairman	1 Jan 2006	Other	234370
Steven Bart Schonfeld	Chairman and chief investment officer	1 Jan 2006	Other	1051868
Andrew Mark Fishman	President	1 Jan 2006	Other	2172475
Mark Peters	Executive vice president	1 Jan 2006	Other	1016187
Sb Schonfeld Fund Advisors Llc	Member	1 Jan 2006	75% - 100%	139150
Philip K Thomas	Chief compliance officer	1 Aug 2006	Other	3043820

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ibrahim Albert Hallac	Member	1 Sep 1999	50% - 75%	234370
Brigadier Investments Ltd.	Member	1 Sep 1999	50% - 75%	ein
Llc Weston Capital Management	Member	1 Nov 2000	75% - 100%	06-1482681
Inc. Schonfeld Group	Member	1 Mar 2004	25% - 50%	11-2920865
Steven Bart Schonfeld	Shareholder	1 Mar 2004	75% - 100%	1051868
Schonfeld Group Holdings Llc	Member	1 Mar 2004	75% - 100%	11-3587791

Based in Westport

The principal office where Schonfeld Weston Capital Management LLC performs its advisory services is located at 264 Riverside Avenue, Westport, CT 06880, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-227-5533 or by fax 203-227-3496. The normal business hours are 8:00am - 5:00pm on Monday - Friday.