Hvb Alternative Advisors Inc. (New York)

Hvb Alternative Advisors Inc. is a large advisory firm based in New York. It manages $1.44 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Connecticut and Massachusetts.

Hvb Alternative Advisors provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hvb Alternative Advisors: assets under management

The assets under management (AUM) of Hvb Alternative Advisors Inc. is $1.44 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.36 billion in discretionary accounts and $79.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.36 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $79.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hvb Alternative Advisors Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hvb Alternative Advisors Inc.

Stephan Walter Bub has been acting as President since 1 Mar 2002. Jeffrey Charles Landle has served as the Chief Investment Officer since 1 Mar 2002. James Anthony Neumann joined the executive team most recently as the Managing Director & Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephan Walter Bub	Chairman	1 Mar 2002	Other	3162852
Thomas Glynn	President	1 Mar 2002	Other	4665695
Jeffrey Charles Landle	Chief investment officer	1 Mar 2002	Other	1039917
Hvb Alternative Investment Ag	Sole shareholder	1 Dec 2002	75% - 100%	foreign
Evi Schachenhofer	Chief operating officer	1 Jan 2003	Other	4665700
Jeffrey Charles Landle	President and chief investment officer	1 Nov 2003	Other	1039917
Jens Peter Neumann	Chairman	1 Nov 2003	Other	4735951
John J Gallagher	Treasurer	1 Nov 2003	Other	4773634
James Anthony Neumann	Managing director & ceo	1 Feb 2004	Other	2027853

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bayerische Hypo Und Vereinsbank Ag	Sole shareholder	1 Sep 1998	75% - 100%	13-2774123
Muenchner Rueckversicherung Gesellschaft Ag	Shareholder	1 Jan 2001	25% - 50%	foreign

Based in New York

The principal office where Hvb Alternative Advisors Inc. performs its advisory services is located at 666 Third Avenue, New York, NY 10017, 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 212-672-5882 or by fax 212-672-5844. The normal business hours are 9.00 am - 5.00 pm on Monday - Friday.