Sign in Sign up for free

Manalapan Oracle Advisers LLC (Spring Lake)


Manalapan Oracle Advisers LLC is a large advisory firm based in Spring Lake. It manages $73 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2006.

Logo

Manalapan Oracle 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.

Manalapan Oracle Advisers: assets under management

The assets under management (AUM) of Manalapan Oracle Advisers LLC is $73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.17 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Manalapan Oracle Advisers 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Mark Paul Kunzler Partner 1 Jan 2001 25% - 50% 3269666
Joseph Lucian Vidich General partner 1 Jan 2001 25% - 50% 724599

Based in Spring Lake

The principal office where Manalapan Oracle Advisers LLC performs its advisory services is located at 1405 Third Ave, Spring Lake, NJ 07762 1450, 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 732-282-9496 or by fax 732-282-1230. The normal business hours are 8:30-5 on Monday - Friday. You can find more information about the New York firm at www.manalapanoracle.com.


Registered investment advisers similar to Manalapan Oracle Advisers LLC