York Capital Management Global Advisors, LLC (New York)

Name: York Capital Management Global Advisors, LLC
Address: 767 Fifth Avenue, 17 Th Floor, New York, NY, 10153
Telephone: 212-300-1300

York Capital Management Global Advisors, LLC is a large advisory firm based in New York. It manages $20.46 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, and New York.

York Capital Management Global Advisors 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.

York Capital Management Global Advisors: assets under management

The assets under management (AUM) of York Capital Management Global Advisors, LLC is $20.46 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 156% since the beginning of its operation, and $8.4 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $20.46 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $487.06 million each.

York Capital Management Global Advisors has custody of $20.57 billion in cash and securities for 42 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay York Capital Management Global Advisors, LLC 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.

What kind of clients Jeffrey Andrew Weber serves?

The only and largest group of clients of Jeffrey Andrew Weber is pooled investment vehicles with 35 clients and $20.46 billion of assets under management. Among the 6 most similar advisory firms, York Capital Management Global Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $20.46 billion for 35 clients. 49% of the firm’s clients are foreign persons or businesses.

York Capital Management Global Advisors also advises several private funds. Namely, thirty three hedge funds, nine other private funds, and seven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.

Careers at York Capital Management Global Advisors, LLC

The company employs 199 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 11 people 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.

Jeffrey Andrew Weber has been acting as President since 1 Jan 2005. Daniel Alexander Schwartz has served as the Chief Investment Officer since 1 Mar 1993 and James Gerard Dinan is the Chief Executive Officer of York Capital Management Global Advisors, LLC family office. Richard Paul Swanson joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Gerard Dinan	Chief executive officer	1 Oct 1991	25% - 50%	1005050
Daniel Alexander Schwartz	Chief investment officer	1 Mar 1993	Other	2085237
Adam Jay Semler	Chief financial officer, managing member	1 Nov 1995	Other	1543630
Jeffrey Andrew Weber	President	1 Jan 2005	Other	4955849
Mark David Schein	Chief compliance officer	1 Jan 2005	Other	4491062
Alan Henry Cohen	Sr. managing director,managing member	1 Jan 2005	Other	1562585
William Charles Vrattos	Portfolio manager, partner	1 Jan 2006	Other	2149256
Michael Yehuda Weinberger	Portfolio manager, partner	1 Mar 2006	Other	5128633
Christophe Nfn Aurand	Chief investment officer, partner	1 Jan 2007	Other	5501896
Christophe Aurand	Ceo york uk advisors	1 Jan 2007	Other	5501896
Jonathan Zalman Jacobs	Portfolio manager, partner	1 Jan 2009	Other	5633550
Luis Fernando Medeiros	Portfolio manager, partner	1 Jan 2009	Other	5633638
Christian Marc Herman Reyntjens	Ceo york uk advisors, partner	1 Jan 2009	Other	5633640
Brooke Stuart Parish	Sr. managing director, managing member	1 Jan 2009	Other	1291251
Louis Fernando Medeiros	Sr. managing director, managing member	1 Jan 2009	Other	5633638
Louis F Medeiros	Sr. managing director	1 Jan 2009	Other	5633638
Christian Reyntjens	Sr. managing director	1 Jan 2009	Other	5633640
John Joseph Fosina	Chief financial officer	1 Apr 2010	Other	4011944
John J. Fosina	Chief financial officer	1 Apr 2010	Other	4011944
James Edward Buckman	General counsel	1 Apr 2010	Other	5883261
Llc Credit Suisse Asset Management	Passive investor	1 Nov 2010	25% - 50%	106012
David Mark Damast	Partner	1 Jan 2011	Other	3085788
Jeremy Matthew Blank	Partner	1 Jan 2011	Other	2773322
Feng Jimmy Hsiung	Senior managing director	1 Jan 2011	Other	3269682
Jeanne L Manischewitz	Partner	1 Jan 2012	Other	2752513
Richard Paul Swanson	General counsel	1 Jan 2012	Other	6035939
Jeanne Louise Manischewitz	Partner	1 Jan 2012	Other	2752513
Ronald Sofer	Partner	1 Dec 2013	Other	6312517
Masahiko Yamaguchi	Partner	1 Dec 2013	Other	6312518
Matthew Whalen Bonanno	Partner	1 Jan 2015	Other	5351533
Akbar Abdul Rafiq	Portfolio manager, partner	1 Jan 2015	Other	6447925
Credit Suisse Manager Holdings Limited	Passive investor	1 Jan 2016	25% - 50%	13-5015677
William Charles Vrattos	Co-chief investment officer	1 Jun 2017	Other	2149256
Christophe Nfn Aurand	Co-chief investment officer	1 Jun 2017	Other	5501896
Daniel Alexander Schwartz	Co-chief executive officer	1 Jun 2017	Other	2085237
Fraser John Maingay	Partner	1 Dec 2017	Other	6914468
Nathan Paul Romano	Chief operating officer	1 Jul 2018	Other	2275848
Daniel Alexander Schwartz	Retired	1 Jan 2019	Other	2085237
Richard Paul Swanson	Chief legal officer	1 Jun 2019	Other	6035939
Brian Steven Traficante	General counsel	1 Jun 2019	Other	7166053

Based in New York

The principal office where York Capital Management Global Advisors, LLC performs its advisory services is located at 767 Fifth Avenue, 17 Th Floor, New York, NY 10153, which is also the mailing address of the firm. An additional office of the firm is in Miami Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-300-1300 or by fax 212-300-1301. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at yorkcapital.com.