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Lipper Special Situations Advisers, LLC (New York)


Lipper Special Situations Advisers, LLC is a pension cosultant based in New York. It manages $20.25 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

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Lipper Special Situations Advisers provides portfolio management for individuals and small businesses and 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.

Lipper Special Situations Advisers: assets under management

The assets under management (AUM) of Lipper Special Situations Advisers, LLC is $20.25 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $20.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.13 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lipper Special Situations Advisers, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Lipper Special Situations Advisers, LLC performs its advisory services is located at 101 Park Avenue, New York, NY 10178, 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 212-883-6333 or by fax 212-883-8701. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at lipper.com.


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