Algebris Investments (Us) Inc. is a large advisory firm based in Boston. It manages $8.73 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013.
Algebris Investments (Us) 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.
The assets under management (AUM) of Algebris Investments (Us) Inc. is $8.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4317% since the beginning of its operation, and $8.73 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Algebris Investments (Us) Inc. for their services and products based on 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.
The only and largest group of clients of Mark Douglas Conrad is pooled investment vehicles with 8 clients and $8.73 billion of assets under management. Among the 4 most similar advisory firms, Algebris Investments (Us) has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $8.73 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.
Algebris Investments (Us) also advises several private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mark Douglas Conrad has been acting as President since 1 Sep 2013. Vincent Michael Curotto joined the executive team most recently as the Secretary.
The principal office where Algebris Investments (Us) Inc. performs its advisory services is located at 699 Boylston Street, Boston, MA 02116, 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 6175353261. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at algebris.com.