Litmore LLC (New York)


Litmore LLC is a mid-sized advisory firm based in New York. It manages $37.88 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2013.

Litmore provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Litmore: assets under management

The assets under management (AUM) of Litmore LLC is $37.88 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.27 million in discretionary accounts and $28.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.27 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.72 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Litmore 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.

Based in New York

The principal office where Litmore LLC performs its advisory services is located at 175 Varick Street, New York, NY 10014, 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 917-547-9733. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at litmore.com.

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