Sports & Entertainment Investment Advisers, LLC is a related adviser based in Montebello. It manages $4.75 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Michigan, New Jersey, New York, and Texas.
Sports & Entertainment Investment Advisers provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Sports & Entertainment Investment Advisers, LLC is $4.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sports & Entertainment Investment Advisers, LLC for their services and products based on a percentage of assets under management. 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 John Mateo Sebastiano is individuals with 27 clients and $4.22 million of assets under management. Among the 4 most similar advisory firms, Sports & Entertainment Investment Advisers has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $4.22 million for 27 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sports & Entertainment Investment Advisers doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.
John Mateo Sebastiano has been acting as President since 1 Oct 2016. Brian Arthur Heal joined the executive team most recently as the Owner.
The principal office where Sports & Entertainment Investment Advisers, LLC performs its advisory services is located at 400 Rella Boulevard, Montebello, NY 10901, 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 845-369-9422 or by fax 845-369-9420. The normal business hours are 9 am 5 pm on Monday - Friday. You can find more information about the New York firm at seinvestmentadvisers.com.