Haberman Management Corp. (New York)

Haberman Management Corp. is a large advisory firm based in New York. It manages $27.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Haberman Management Corp 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.

Haberman Management Corp: assets under management

The assets under management (AUM) of Haberman Management Corp. is $27.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haberman Management Corp. 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 Haberman Management Corp.

Ross Leslie Haberman has been acting as President since 1 Dec 1991. Emelie Zoleta joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ross Leslie Haberman	President	1 Dec 1991	75% - 100%	1070702
Emelie Zoleta	Chief compliance officer	1 Oct 2005	Other	5075599

Based in New York

The principal office where Haberman Management Corp. performs its advisory services is located at 900 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.