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Corporate Partners LLC (New York)


Corporate Partners LLC is a large advisory firm based in New York. It manages $388.76 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Corporate Partners 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.

Corporate Partners: assets under management

The assets under management (AUM) of Corporate Partners LLC is $388.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $388.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.2 million each.
Corporate Partners has custody of $388.26 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corporate Partners 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.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jonathan Hiram Kagan Managing member 1 Feb 2009 50% - 75% 1632109
Ali Edward Wambold Managing member 1 Feb 2009 50% - 75% 822396
Paul Joseph Zepf Managing member 1 Feb 2009 25% - 50% 1729128
Llc Cpxr Managing member 1 Aug 2015 75% - 100% 26-4445745

Based in New York

The principal office where Corporate Partners LLC performs its advisory services is located at 45 Rockefeller Plaza, New York, NY 10111, 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 212-632-6131 or by fax 212-332-5863. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at corporatepartnersllc.com.


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