Paul Harris Management Inc. (New York)

Paul Harris Management Inc. is a large advisory firm based in New York. It manages $1.01 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.

Paul Harris Management provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paul Harris Management: assets under management

The assets under management (AUM) of Paul Harris Management Inc. is $1.01 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.01 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paul Harris Management Inc. for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Paul Harris Management Inc.

Stephen Craig Coley has been acting as President since 1 Dec 2002. Nellie Gilligan joined the executive team most recently as the Vice President Legal & Assistant Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Mckinsey & Company	Shareholder	1 Oct 1986	75% - 100%	13-1826332
Todd Tibbetts	Secretary	1 Jul 1996	Other	3047712
Timothy J E Church	President and treasurer	1 Jan 1998	Other	4361889
Todd Tibbetts	Assistant secretary	1 Dec 2000	Other	3047712
Virginia Molino	Vice president & secretary	1 Dec 2000	Other	4650264
Frank Goveia	Vice president & chief financial officer	1 Apr 2002	Other	1390310
Stephen Craig Coley	Director	1 Dec 2002	Other	4650255
Nellie Gilligan	Vice president - legal & assistant secretary	1 Dec 2002	Other	4650259
Roger Charles Kline	Director	1 Dec 2002	Other	4650262

Based in New York

The principal office where Paul Harris Management Inc. performs its advisory services is located at 55 East 52 Nd Street, 29 Th Fl., New York, NY 10055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.