Brencourt Advisors, LLC (New York)

Name: Brencourt Advisors, LLC
Address: 280 Park Avenue, West Building, New York, NY, 10017
Telephone: 212-313-9700

Brencourt Advisors, LLC is a large advisory firm based in New York. It manages $644.45 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

Brencourt Advisors provides portfolio management for investment companies and 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.

Brencourt Advisors: assets under management

The assets under management (AUM) of Brencourt Advisors, LLC is $644.45 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $644.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brencourt Advisors, 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.

Careers at Brencourt Advisors, LLC

Louis Ricciardelli has been acting as President since 1 Sep 2000. Shaker Choudhury joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Louis Ricciardelli	Director	1 Sep 2000	Other	1367401
William Lawrence Collins	Chairman & chief executive officer	1 Nov 2000	75% - 100%	844836
Joseph C Novarro	Chief financial officer	1 Jan 2001	Other	2256455
Sharon Marie Holden	Managing director	1 Jan 2001	Other	1396939
Michael L Palmer	Compliance manager	1 Jan 2001	Other	2264841
James Diran Balakian	Managing director	1 Mar 2001	Other	1312119
Jeffrey Goolsby Sledge	Managing director	1 Mar 2001	Other	1269517
David Mark Woolf	Managing director	1 Mar 2001	Other	1375913
Victor Michael Simonte	Managing director	1 Jan 2002	Other	2808097
Llc Brencourt Holdings	Holding company	1 Jan 2002	75% - 100%	13-4196831
Joseph C Novarro	Management committee	1 Jan 2003	Other	2256455
Michael L Palmer	Chief financial officer	1 Mar 2003	Other	2264841
Edward John Larmann	Compliance officer	1 Jul 2004	Other	4873776
Adam Richard Hopkins	Chief compliance officer	1 Jan 2008	Other	5512590
Gerald Aquino	Chief financial officer	1 Mar 2009	Other	5656485
John Patrick Zito	Managing director / management committee	1 Jan 2010	Other	4691894
Jephthah Gerard Dais	Chief compliance officer	1 Feb 2010	Other	5769762
Alan John Andreini	Chairman	1 Sep 2010	Other	803965
Richard Bani	Chief operating officer	1 Apr 2011	Other	1699874
Shaker Choudhury	Chief compliance officer	1 Mar 2012	Other	6044986
Richard Bani	Chief operating officer and chief financial officer	1 Mar 2012	Other	1699874

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
William Lawrence Collins	Owner	1 Jan 2002	50% - 75%	844836

Based in New York

The principal office where Brencourt Advisors, LLC performs its advisory services is located at 280 Park Avenue, West Building, New York, NY 10017, 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 212-313-9700 or by fax 212-313-9789. The normal business hours are 8 a.m.- 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.brencourt.com.