Spencer Capital Management, LLC is a mid-sized advisory firm based in New York. It manages $75.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Spencer Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Spencer Capital Management, LLC is $75.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% 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 Spencer Capital Management, LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Spencer Capital Management, LLC performs its advisory services is located at 79 Madison Ave, New York, NY 10011, 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 (646)-546-5078 or by fax (646) 349-9642. The normal business hours are 9am-6pm on Monday - Friday. You can find more information about the New York firm at spencercapital.com.