United States Trust Company Of New York (New York)

Name: United States Trust Company Of New York
Address: 114 West 47 Th Street, New York, NY, 10036 1532
Telephone: 212-852-1000

United States Trust Company Of New York is a large advisory firm based in New York. It manages $4.92 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.

United States Trust Company Of New York provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

United States Trust Company Of New York: assets under management

The assets under management (AUM) of United States Trust Company Of New York is $4.92 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.92 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $169.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay United States Trust Company Of New York 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 United States Trust Company Of New York

Frances Aldrich Sevillasacasa has been acting as President since 1 Dec 2005. Stefanie Aimee Firtell joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Fredrick Brooks Taylor	Vice-chairman, cio	1 Feb 1990	Other	2519821
Kenneth Joseph Mcalley	Executive vice-president	1 Jun 1991	Other	602928
Paul Kevin Napoli	Executive vice-president	1 Jun 1991	Other	2239127
U.S. Trust Corporation	100% owner	1 Jun 1991	75% - 100%	13-3818952
Harvey Allen Seline	Managing director	1 Mar 1995	Other	2519658
David John Williams	Managing director	1 Mar 1995	Other	2519860
David A Tillson	Managing director	1 Dec 1995	Other	2519824
John Jeffrey Apruzzese	Managing director	1 Dec 1995	Other	2519904
Jay Brian Springer	Managing director	1 Dec 1995	Other	2519726
Richard Bayles	Managing director	1 Dec 1995	Other	4398547
Richard Lyman Bayles	Managing director	1 Dec 1995	Other	4398547
Edith Ann Cassidy	Managing director	1 Jul 1996	Other	1638432
Rosemary Sagar	Managing director	1 Aug 1996	Other	1312146
Leigh Howard Weiss	Managing director	1 Mar 1998	Other	849198
Neil Winter Danzger	Managing director	1 Mar 1999	Other	1416148
Michael Kirk Shields	Managing director	1 Mar 1999	Other	2248861
George Carpenter Whiteley	Managing director	1 Mar 1999	Other	2919025
Joseph Auth Gallagher	Managing director	1 Mar 1999	Other	1272606
Bruce Tavel	Managing director	1 Mar 1999	Other	4519227
David I Chi Fann	Managing director	1 Mar 2000	Other	2570729
The Charles Schwab Corporation	Parent company of u.s. trust corporation	1 May 2000	75% - 100%	94-3025021
Alan Michael Braverman	Managing director	1 Sep 2000	Other	1219014
Katherine Therese Ellis	Managing director	1 Mar 2001	Other	2519959
John Julius Rendinaro	Managing director, equity trading division	1 Apr 2001	Other	2793041
Sharon Maurine Davison	Director of securities compliance for u.s. trust corporation subsidiaries	1 Sep 2001	Other	1367871
Stephen Craig Hassenfelt	Chief operating officer for investments for u.s. trust corporation subsidiaries	1 Dec 2001	Other	4372267
Stephen Craig Hassenfelt	Executive vice president & chief operating officer for u.s. trust corporation investments	1 May 2002	Other	4372267
James L Bailey	Executive vice president, u.s. trust corporation	1 Jan 2003	Other	4650508
James Lee Bailey	Executive vice president, u.s. trust corporation	1 Jan 2003	Other	4650508
Timothy John Leach	Executive vice president and chief investment officer	1 May 2004	Other	2494692
Sharon Maurine Davison	Sr vice president & chief compliance officer of the excelsior funds and u.s. trust advisers	1 Oct 2004	Other	1367871
James Lee Bailey	Executive vice president & chief operating officer	1 Dec 2004	Other	4650508
Peter Kevin Scaturro	Chief executive officer	1 May 2005	Other	4101793
Leo P. Grohowski	Executive vice president and chief investment officer	1 Oct 2005	Other	4359380
Stefanie Aimee Firtell	Chief compliance officer	1 Nov 2005	Other	5064918
Frances Aldrich Sevillasacasa	President	1 Dec 2005	Other	2891126

Based in New York

The principal office where United States Trust Company Of New York performs its advisory services is located at 114 West 47 Th Street, New York, NY 10036 1532, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-852-1000 or by fax 212-852-1310. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.ustrust.com.