Dbx Advisors LLC (New York)
Dbx Advisors LLC is a large advisory firm based in New York. It manages $10.69 billion of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Delaware and New York.
Dbx Advisors 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.
Dbx Advisors: assets under management
The assets under management (AUM) of Dbx Advisors LLC is $10.69 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 24205% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Dbx Advisors 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.
What kind of clients Dbx Advisors serves?
The only and largest group of clients of Dbx Advisors is investment companies with 1 clients and $10.69 billion of assets under management. Among the 7 most similar advisory firms, Dbx Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $10.69 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Dbx Advisors doesn't advise any private funds.
Careers at Dbx Advisors LLC
The company employs 37 people that are either part- or full-time employees. 38 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Fiona Bassett has served as the Chief Investment Officer since 1 Oct 2014 and Fiona Teresa Bassett is the Chief Executive Officer of Dbx Advisors LLC family office. Luke Antony Oliver joined the executive team most recently as the Elected Manager / Chief Executive Officer / Chief Investment Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 11 indirect owners.Based in New York
The principal office where Dbx Advisors LLC performs its advisory services is located at 345 Park Avenue, New York, NY 10154, 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 212-454-0238. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at deutsche-etfs.com.
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