Frm Investments (Usa) LLC (New York)

Frm Investments (Usa) provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Frm Investments (Usa): assets under management

The assets under management (AUM) of Frm Investments (Usa) LLC is $140.66 million. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.36 million in discretionary accounts and $136.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.36 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $136.3 million.

Frm Investments (Usa) has custody of $4.32 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frm Investments (Usa) 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 Frm Investments (Usa) LLC

Michelle Mccloskey has been acting as President since 1 Oct 2010. Solomon Edmund Kuckelman joined the executive team most recently as the Secretary.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 19 indirect owners.

Based in New York

The principal office where Frm Investments (Usa) LLC performs its advisory services is located at Hsbc Tower, 452 5 Th Avenue, New York, NY 10018, 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 212-649-6600 or by fax 212-649-6885. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at maninvestments.com.

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