Harbourview Asset Management Corporation is a large advisory firm based in New York. It manages $397.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Harbourview Asset Management Corporation 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.
The assets under management (AUM) of Harbourview Asset Management Corporation is $397.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harbourview Asset Management Corporation 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.
The only and largest group of clients of Arthur Philip Steinmetz is pooled investment vehicles with 1 clients and $397.7 million of assets under management. Among the 7 most similar advisory firms, Harbourview Asset Management Corporation has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $397.7 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Harbourview Asset Management Corporation also advises several private funds. Namely, one securitized asset fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.
Arthur Philip Steinmetz has been acting as President since 1 Jan 2010. Robert Harris Rigsby joined the executive team most recently as the Director, Secretary And Vice President.
The principal office where Harbourview Asset Management Corporation performs its advisory services is located at 225 Liberty Street, 11 Th Floor, New York, NY 10281 1008, which is also the mailing address of the firm. An additional office of the firm is in Centennial, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-323-0200 or by fax 212-323-4071. The normal business hours are 8:30 a.m. to 5:00p.m. on Monday - Friday.