Van Gorp LLC is a large advisory firm based in New York. It manages $180.66 million of regulatory assets for 549 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of New York and Puerto Rico.
Van Gorp provides portfolio management for individuals and small businesses. 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 Van Gorp LLC is $180.66 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Van Gorp LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Van Gorp is high net worth individuals with 387 clients and $144.24 million of assets under management. Among the 7 most similar advisory firms, Van Gorp has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $180.66 million for 549 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 86% of the firm’s clients are foreign persons or businesses.
Van Gorp doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. 2 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.
The principal office where Van Gorp LLC performs its advisory services is located at 410 Park Avenue (Tigress/Gc), New York, NY 10022, 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 2122350120 or by fax N/A. The normal business hours are 9:00am - 5:00pm on Monday - Friday.