Derivatives Portfolio Management LLC (Somerset)

Name: Derivatives Portfolio Management LLC
Address: 2 Worlds Fair Drive, Somerset, NJ, 08873
Telephone: 732-563-0030

Derivatives Portfolio Management LLC is a large advisory firm based in Somerset. It manages $178.99 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

Derivatives Portfolio Management provides portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Derivatives Portfolio Management: assets under management

The assets under management (AUM) of Derivatives Portfolio Management LLC is $178.99 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $178.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.42 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Derivatives Portfolio Management LLC 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.

Careers at Derivatives Portfolio Management LLC

Derivatives Portfolio Management LLC is owned by Willem Kooyker. Robert Moy Aaron has been acting as President since 1 Nov 1993. Guy J Castranova joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Willem Kooyker	Owner	1 Nov 1993	50% - 75%	2196697
Robert Moy Aaron	Chairman	1 Nov 1993	Other	1868563
Guy J Castranova	President	1 Nov 1993	Other	1896887

Based in Somerset

The principal office where Derivatives Portfolio Management LLC performs its advisory services is located at 2 Worlds Fair Drive, Somerset, NJ 08873, 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 732-563-0030 or by fax 732-563-1193. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.dpmllc.com.