Hpm Partners Advisor Alliance LLC (New York)

Name: Hpm Partners Advisor Alliance LLC
Address: 6 East 43 Rd Street, New York, NY, 10017
Telephone: 2128504284

Hpm Partners Advisor Alliance LLC is a related adviser based in New York. It manages $92.36 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Illinois, Ohio, and Texas.

Hpm Partners Advisor Alliance provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and tax services; insurance, succession planning and bill pay. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hpm Partners Advisor Alliance: assets under management

The assets under management (AUM) of Hpm Partners Advisor Alliance LLC is $92.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 250% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hpm Partners Advisor Alliance LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Hpm Partners Advisor Alliance LLC

Kurt Patrick Miscinski has been acting as President since 1 Oct 2010. Hpm Partners Llc joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hpm Partners Llc	Manager	1 Oct 2010	75% - 100%	151559
Irvin Alan Leonard	Managing partner	1 Oct 2010	Other	5719461
Robert Joseph Seco	Chief compliance officer	1 Oct 2010	Other	5637325
Kurt Patrick Miscinski	President	1 Oct 2010	Other	2694200
Lawrence Eric Sussman	Director of operations and finance	1 Oct 2010	Other	2835591

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Irma Milstein	Trustee	1 Mar 1998	Other	5583589
New York Private Bank And Trust Corporation	Parent corporation	1 Dec 2003	75% - 100%	20-0136064
Emigrant Bancorp	Parent corporation	1 Dec 2003	75% - 100%	13-3780951
Howard P. Milstein	Trustee	1 Feb 2004	Other	4759415
Paul Milstein 1998 Revocable Trust	Grantor trust	1 Feb 2004	75% - 100%	4759415
Emigrant Bank	Parent corporation	1 Dec 2009	50% - 75%	13-5052245

Based in New York

The principal office where Hpm Partners Advisor Alliance LLC performs its advisory services is located at 6 East 43 Rd Street, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Costa Mesa, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2128504284 or by fax 913-491-7977. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at hpmpartners.com.