Context Advisers Iii, LLC (Bala Cynwyd)
Context Advisers Iii, LLC is an investment adviser to an investment company based in Bala Cynwyd. It manages $10.93 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015.
Context Advisers Iii provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Context Advisers Iii: assets under management
The assets under management (AUM) of Context Advisers Iii, LLC is $10.93 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Context Advisers Iii, 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 Context Advisers Iii, LLC
John Newell Culbertson has served as the Chief Investment Officer since 1 Feb 2015 and Stephen Joseph Kneeley is the Chief Executive Officer of Context Advisers Iii, LLC family office. John Joseph Canning joined the executive team most recently as the Chief Operating Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 12 indirect owners.Based in Bala Cynwyd
The principal office where Context Advisers Iii, LLC performs its advisory services is located at 401 City Avenue, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. An additional office of the firm is in Concorde, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 484-430-1000 or by fax 484-291-2600. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at contextam.com/.
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