Cibelli Capital Management LLC (New York)

Cibelli Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cibelli Capital Management: assets under management

The assets under management (AUM) of Cibelli Capital Management LLC is $276.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $276.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.25 million each.

Cibelli Capital Management has custody of $276.74 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cibelli Capital Management LLC 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.

Based in New York

The principal office where Cibelli Capital Management LLC performs its advisory services is located at 6 E 43 Rd St, New York, NY 10017, 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 212-490-0399 or by fax 212-937-3115. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.marathonpartners.com.

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