Coburn Ventures, LLC is an adviser based in Pleasantville. It manages $2.4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and New York.
Coburn Ventures provides portfolio management for pooled investment vehicles, selection of other advisers, and 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.
The assets under management (AUM) of Coburn Ventures, LLC is $2.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coburn Ventures, LLC for their services and products based on a percentage of assets under management, subscription fees, fixed fees, 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.
David L Harvey joined the executive team most recently as the Chief Operating Officer.
The principal office where Coburn Ventures, LLC performs its advisory services is located at 10 Chestnut Street, Pleasantville, NY 10570, 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 203-918-8323. The normal business hours are 7:00 am - 7:00 pm on Monday - Friday. You can find more information about the New York firm at www.coburnventures.com.