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T Bird Acquisition Company LLC (Norwalk)


T Bird Acquisition Company LLC is a large advisory firm based in Norwalk. It manages $4.58 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Connecticut, and 22 other states.




T Bird Acquisition Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

T Bird Acquisition Company: assets under management

The assets under management (AUM) of T Bird Acquisition Company LLC is $4.58 billion. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.86 billion in discretionary accounts and $717.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $717.73 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay T Bird Acquisition Company LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Mellon Financial Corporation Member 1 Jun 2004 75% - 100% 25-1233834

Based in Norwalk

The principal office where T Bird Acquisition Company LLC performs its advisory services is located at 200 Connecticut Avenue, Norwalk, CT 06854, 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 203-854-7000 or by fax 203-854-7001. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.


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