Ucm Greystone Capital Management, LLLC is a large advisory firm based in New York. It manages $37.55 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New York.
Ucm Greystone Capital Management, L 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.
The assets under management (AUM) of Ucm Greystone Capital Management, LLLC is $37.55 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ucm Greystone Capital Management, LLLC for their services and products based on a percentage of assets under management. 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.
John Oscar Utendahl has been acting as President since 1 Jan 2003. Utendahl Capital Management Lp joined the executive team most recently as the Managing Member.
The principal office where Ucm Greystone Capital Management, LLLC performs its advisory services is located at 30 Broad St, New York, NY 10004, 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 212-797-2688 or by fax 212-425-4199. The normal business hours are 8:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.utendahl.com.