Singleterry Mansley Asset Management Company, LLC (Summit)


Singleterry Mansley Asset Management Company, LLC is a large advisory firm based in Summit. It manages $374 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009.

Singleterry Mansley Asset Management Company provides 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.

Singleterry Mansley Asset Management Company: assets under management

The assets under management (AUM) of Singleterry Mansley Asset Management Company, LLC is $374 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $374 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $74.8 million each.
Singleterry Mansley Asset Management Company has custody of $61 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Singleterry Mansley Asset Management Company, 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 Summit

The principal office where Singleterry Mansley Asset Management Company, LLC performs its advisory services is located at 57 Union Place, Summit, NJ 07901, 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 908-918-0023 or by fax 908-918-0232. The normal business hours are 9 am to 5 pm on Monday - Friday.