Seix Clo Management LLC is a large advisory firm based in Park Ridge. It manages $774.01 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Delaware and New Jersey.
Seix Clo 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.
The assets under management (AUM) of Seix Clo Management LLC is $774.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 156% since the beginning of its operation, and $774.01 million of the total AUM is attributable to clients outside of the United States.
The only and largest group of clients of Seix Clo Management is pooled investment vehicles with 2 clients and $774.01 million of assets under management. Among the 9 most similar advisory firms, Seix Clo Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $774.01 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Seix Clo Management also advises several private funds. Namely, two securitized asset funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 11 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Seix Clo Management Gp Llc joined the executive team most recently as the General Partner.
The principal office where Seix Clo Management LLC performs its advisory services is located at One Maynard Drive, Park Ridge, NJ 07656, 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 201-391-0300 or by fax 201-391-5023. The normal business hours are 8:30 - 5:00 on Monday - Friday.