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Lazard Pension Management Inc (New York)


Lazard Pension Management Inc is a large advisory firm based in New York. It manages $75.18 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Utah.

Lazard Pension Management 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.

Lazard Pension Management: assets under management

The assets under management (AUM) of Lazard Pension Management Inc is $75.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lazard Pension Management Inc for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 34 indirect owners.

Name Entity Date acquired Ownership Employer ID
Societe Immobiliere Marseillaise Sa Shareholder 1 Jun 1984 25% - 50% none
Rue Imperiale De Lyon Sa Shareholder 1 Jun 1984 50% - 75% none
Societe Civile Haussmann Percier Shareholder 1 Jun 1984 50% - 75% none
Maison Lazard & Cie. Shareholder 1 Jun 1984 50% - 75% none
Eurafrance Sa Shareholder 1 May 1988 Other 51-0281097
Azeo General partner 1 Mar 2000 75% - 100% 51-0312898
Michel Alexandre Davidweill Chariman, exec. committee 1 Mar 2000 Other 603005
Bruno Max Roger Member-executive committee 1 Mar 2000 Other 2209250
David J Verey Member-executive committee 1 Mar 2000 Other 2321737
William Ray Loomis Member-executive committee 1 Mar 2000 Other 1239467
Malesherbes General member 1 Mar 2000 25% - 50% none
Gerardo Braggiotti Member- executive committee 1 Mar 2000 Other 3098249
Kenneth Marc Jacobs Member-executive committee 1 Mar 2000 Other 1005407
Norman Eig Member-executive committee 1 Mar 2000 Other 1094225
Georges Ralli Member - executive committee 1 Jan 2001 Other 2409720
William John Rucker Member - executive committee 1 Jan 2001 Other 4378553
David Lee Tashjian Member - executive committee 1 Jan 2001 Other 1060351
Eurazaeo Owner 1 Apr 2001 75% - 100% n/a
Marcus Ambrose Agius Member - executive committee 1 May 2001 Other 1922895
Michel Alexandre Davidweill Member of lazard board of lazard llc 1 Jan 2002 Other 603005
Bruno Max Roger Member-executive committee 1 Jan 2002 Other 2209250
Gerardo Braggiotti Member of lazard board of lazard llc 1 Jan 2002 Other 3098249
Kenneth Marc Jacobs Member of lazard board of lazard llc 1 Jan 2002 Other 1005407
Norman Eig Member-executive committee 1 Jan 2002 Other 1094225
Marcus Ambrose Agius Member of lazard board of lazard llc 1 Jan 2002 Other 1922895
Georges Ralli Member - executive committee 1 Jan 2002 Other 2409720
William John Rucker Member - executive committee 1 Jan 2002 Other 4378553
David Lee Tashjian Member - executive committee 1 Jan 2002 Other 1060351
Antoine Bernheim Member of lazard board of lazard llc 1 Jan 2002 Other 4503930
Jean Marie Guyot Member of lazard board of lazard llc 1 Jan 2002 Other 2321064
Alain Merieux Member of lazard board of lazard llc 1 Jan 2002 Other 4503933
Didier Pfeiffer Member of lazard board of lazard llc 1 Jan 2002 Other 4503935
Francois Alain Voss Member of lazard board of lazard llc 1 Jan 2002 Other 2321072
Bruce Jay Wasserstein Chairman executive committe of lazard llc, head of lazard llc & member of lazard board of lazard llc 1 Jan 2002 Other 1460475

Based in New York

The principal office where Lazard Pension Management Inc performs its advisory services is located at 30 Rockefeller Plaza 59 Th Floor, New York, NY 10112, 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 212-632-6000 or by fax 212-332-1703. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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