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Loeb Offshore Management LP (New York)


Loeb Offshore Management LP is a large advisory firm based in New York. It manages $743.55 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.

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Loeb Offshore 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.

Loeb Offshore Management: assets under management

The assets under management (AUM) of Loeb Offshore Management LP is $743.55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1277% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $743.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $371.77 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Loeb Offshore Management LP 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 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomas Lenox Kempner Shareholder 1 Apr 1982 50% - 75% 267535
Loeb Holding Corporation Member 1 Mar 2010 50% - 75% 13-2870509
Gideon Jeremy King General partner 1 Mar 2010 75% - 100% 2343944
L & K Ii Llc Member 1 Mar 2010 25% - 50% 00-2343944

Based in New York

The principal office where Loeb Offshore Management LP performs its advisory services is located at 125 Broad Street, 14 Th Floor, New York, NY 10004, 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 212-483-7000 or by fax 212-574-2001. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.loebcap.com.


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