Tuckerman Group LLC is a large advisory firm based in Purchase. It manages $391.63 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Massachusetts, and New York.
Tuckerman Group provides portfolio management for investment companies 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.
The assets under management (AUM) of Tuckerman Group LLC is $391.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 450% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tuckerman Group LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
Donald Edwin Conover has been acting as President since 1 Apr 1999. State Street Global Alliance Llc joined the executive team most recently as the Member.
The principal office where Tuckerman Group LLC performs its advisory services is located at 2 Manhattanville Road, Purchase, NY 10577, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 914-701-4400 or by fax 914-701-4419. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.