Ci Capital Partners LLC is a large advisory firm based in New York. It manages $1.41 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2012.
Ci Capital Partners 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.
The assets under management (AUM) of Ci Capital Partners LLC is $1.41 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and $39.17 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ci Capital Partners 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.
The only and largest group of clients of Frederick Joseph Iseman is pooled investment vehicles with 18 clients and $1.41 billion of assets under management. Among the 13 most similar advisory firms, Ci Capital Partners has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.41 billion for 18 clients. 17% of the firm’s clients are foreign persons or businesses.
Ci Capital Partners also advises several private funds. Namely, sixteen private equity funds. The minimum investment commitment required of non-related persons ranges from $500 to $10,000,000.
The company employs 26 people that are either part- or full-time employees. 73 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Frederick Joseph Iseman has been acting as President since 1 Apr 2008. Patrick Timothy Farrell joined the executive team most recently as the Chief Financial Officer.
The principal office where Ci Capital Partners LLC performs its advisory services is located at 500 Park Avenue, New York, NY 10022, 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 212-752-1850 or by fax 212-832-9450. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at cicapllc.com and its LinkedIn profile.