Madison Square Investors LLC is a large advisory firm based in New York. It manages $10.59 billion of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, New York, and Texas.
Madison Square Investors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Madison Square Investors LLC is $10.59 billion. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Madison Square Investors 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.
Andrew Scott Wyatt joined the executive team most recently as the Manager, Chief Executive Officer.
The principal office where Madison Square Investors LLC performs its advisory services is located at 1180 Avenue Of The Americas, New York, NY 10036 8401, 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 212-938-6500 or by fax 212-938-8139. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.msinvestors.com.