Thomaslloyd Global Asset Management (Americas) LLC is a large advisory firm based in Pleasantville. It manages $379.63 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.
Thomaslloyd Global Asset Management (Americas) 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.
The assets under management (AUM) of Thomaslloyd Global Asset Management (Americas) LLC is $379.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 476% since the beginning of its operation, and $379.63 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Thomaslloyd Global Asset Management (Americas) LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
The only and largest group of clients of Douglas Lloyd Brennan is pooled investment vehicles with 1 clients and $379.63 million of assets under management. Among the 10 most similar advisory firms, Thomaslloyd Global Asset Management (Americas) has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $379.63 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Thomaslloyd Global Asset Management (Americas) doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. No 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.
Douglas Lloyd Brennan has been acting as President since 1 Jan 2003. Anthony Michael Coveney joined the executive team most recently as the Chief Executive Officer & Chief Compliance Officer.
The principal office where Thomaslloyd Global Asset Management (Americas) LLC performs its advisory services is located at 427 Bedford Road, Pleasantville, NY 10570, 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 914-495-3630 or by fax 914-495-3628. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thomas-lloyd.com/en/.