Arbitrage & Trading Management Company (Cresskill)

Arbitrage & Trading Management Company is a large advisory firm based in Cresskill. It manages $1.61 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Jersey.

Arbitrage & Trading Management Company 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.

Arbitrage & Trading Management Company: assets under management

The assets under management (AUM) of Arbitrage & Trading Management Company is $1.61 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $252.78 million in discretionary accounts and $1.36 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $680.31 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arbitrage & Trading Management Company 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.

Careers at Arbitrage & Trading Management Company

Robert Emil Zoellner has been acting as President since 1 Jun 1976. Gerald Jay Post joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Emil Zoellner	President	1 Jun 1976	75% - 100%	477034
Gerald Jay Post	Cfo	1 Dec 2005	Other	3096126
Todd J. Mason	Chief compliance officer	1 Dec 2005	Other	4125471
Thomas Joseph Kennedy	Chief operations officer	1 Dec 2005	Other	1098053
Frank Joseph Comeforo	Chief trading officer	1 Dec 2005	Other	862796
Robert Emil Zoellner	Chief portfolio officer	1 Dec 2005	Other	1268802

Based in Cresskill

The principal office where Arbitrage & Trading Management Company performs its advisory services is located at 100 Union Avenue, Cresskill, NJ 07626, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.