Csfb Private Equity Advisers LLC (New York)

Csfb Private Equity Advisers LLC is a large advisory firm based in New York. It manages $2.23 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2003.

Csfb Private Equity Advisers provides market timing 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.

Csfb Private Equity Advisers: assets under management

The assets under management (AUM) of Csfb Private Equity Advisers LLC is $2.23 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.23 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Csfb Private Equity Advisers LLC for their services and products based on a percentage of assets under management 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.

Careers at Csfb Private Equity Advisers LLC

Lawrence Michael Schloss has been acting as President since 1 Feb 2003. Eileen E Ryan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Csam Capital Inc.	Sole member	1 Feb 2003	75% - 100%	109517
Dlj Mb Advisors Inc	Manager	1 Feb 2003	Other	110352
Lawrence Michael Schloss	Chairman	1 Feb 2003	Other	1086508
Nicole I Sincek Arnaboldi	Managing director	1 Feb 2003	Other	1427291
Stephen H. Can	Manager	1 Feb 2003	Other	4276744
Ivy B Dodes	Senior vp and principal	1 Feb 2003	Other	2306196
Edward A Poletti	Senior vp and principal	1 Feb 2003	Other	1532626
Inc. Csfb Alternative Capital	Member	1 Feb 2003	75% - 100%	109517
Eileen E Ryan	Chief compliance officer	1 Nov 2004	Other	2014783

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Csam Americas Holding Corp.	Sole shareholder	1 Nov 2000	75% - 100%	13-2774791
Credit Suisse Asset Management Holding Corp.	Sole shareholder	1 Nov 2000	75% - 100%	13-3957137
Inc. Credit Suisse First Boston	Sole shareholder	1 Nov 2000	75% - 100%	13-2853402
Credit Suisse First Boston	Shareholder	1 Nov 2000	50% - 75%	87277
Credit Suisse Group	Shareholder	1 Nov 2000	75% - 100%	87279

Based in New York

The principal office where Csfb Private Equity Advisers LLC performs its advisory services is located at Eleven Madison Avenue, New York, NY 10010, 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 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00am to 5:00pm on Monday - Friday.