Brundage, Story And Rose, LLC (New York)


Brundage, Story And Rose, LLC is a pension cosultant based in New York. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Brundage, Story And Rose provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brundage, Story And Rose, 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.

Careers at Brundage, Story And Rose, LLC

Frank Elliott Helsom has been acting as President since 1 Jan 2001. John Allen Hilton joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Na Bessemer Trust Co. Parent 1 Oct 2000 75% - 100% 13-2792165
John G Macdonald Managing director 1 Jan 2001 Other 4346953
John J Hederman Compliance officer 1 Jan 2001 Other 4346961
Frank Elliott Helsom President 1 Jan 2001 Other 2082173
Timothy John Morris Senior managing director 1 Jan 2001 Other 1851538
Francis Sunfield Branin Managing director 1 Jan 2001 Other 28994
Harold Spring Woolley Managing director 1 Jan 2001 Other 733086
Paul Richard Barkus Managing director 1 Jan 2001 Other 2191367
John Allen Hilton Senior managing director 1 Jan 2001 Other 2903130
Richard R Davis Managing director/general counsel 1 Jan 2001 Other 2657558
Malcolm Dexter Clarke Managing director 1 Jan 2001 Other 2191230
James Gibsons Pepper Managing director 1 Jan 2001 Other 2191319
Brandon Reid Managing director 1 Jan 2001 Other 2191314
Cheryl Lee Grandfield Managing director 1 Jan 2001 Other 2191534
John Allen Hilton President 1 Oct 2002 Other 2903130
Don James Andrews Chief compliance officer / managing director 1 Oct 2002 Other 2406739

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Inc. The Bessemer Group Parent 1 Sep 1981 75% - 100% 13-3093730

Based in New York

The principal office where Brundage, Story And Rose, LLC performs its advisory services is located at 630 Fifth Avenue, New York, NY 10111, 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 212-708-9100 or by fax 212-265-5826. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at brundagestoryandrose.com.

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