Wisdomtree Asset Management, Inc. (New York)

Name: Wisdomtree Asset Management, Inc.
Address: 245 Park Avenue, New York, NY, 10167 0002
Telephone: 212 801 2080

Wisdomtree Asset Management, Inc. is a large advisory firm based in New York. It manages $35.49 billion of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2006.

Wisdomtree Asset Management 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.

Wisdomtree Asset Management: assets under management

The assets under management (AUM) of Wisdomtree Asset Management, Inc. is $35.49 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8838% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.49 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $417.48 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wisdomtree Asset Management, Inc. for their services and products based on a percentage of assets under management. 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.

What kind of clients Robert Jarrett Lilien serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Robert Jarrett Lilien is investment companies with 1 clients and $35.48 billion of assets under management. Among the 10 most similar advisory firms, Wisdomtree Asset Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $35.49 billion for 2 clients. None of the firm’s clients are foreign persons or businesses.

Wisdomtree Asset Management doesn't advise any private funds.

Careers at Wisdomtree Asset Management, Inc.

The company employs 150 people that are either part- or full-time employees. 13 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.

Robert Jarrett Lilien has been acting as President since 1 Sep 2019. Marci Jill Frankenthaler joined the executive team most recently as the Evp, Chief Legal Officer And Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Wisdomtree Investments	Stockholder	1 Apr 2005	75% - 100%	13-3487784
Jonathan Laurence Steinberg	Ceo and director	1 Apr 2005	Other	5043391
Marc Jeffrey Ruskin	Treasurer and cfo	1 Jan 2006	Other	5097043
Richard Francis Morris	Deputy general counsel, chief legal officer & chief compliance officer	1 Jan 2006	Other	5097044
Bruce Ivins Lavine	President & coo	1 Aug 2006	Other	2513457
Peter Michael Ziemba	Chief legal officer & evp business & legal affairs	1 Oct 2007	Other	5438436
Peter M Ziemba	Evp senior advisor to the ceo and cao, and director	1 Oct 2007	Other	5438436
Amit Muni	Chief financial officer, evp finance	1 Mar 2008	Other	5512860
Luciano Siracusano	Chief investment strategist and director of sales	1 Nov 2009	Other	5043380
Jonathan Laurence Steinberg	Ceo, president and director	1 Aug 2012	Other	5043391
Bruce Ivins Lavine	Director and vice chairman	1 Aug 2012	Other	2513457
Terry Jane Feld	Director of compliance, chief compliance officer	1 Oct 2012	Other	4085142
Gregory Edward Barton	Executive vice president operations, chief operating officer	1 Oct 2012	Other	6128798
Ryan Matthew Louvar	General counsel	1 Apr 2013	Other	4245766
Kurt Macalpine	Head of global distribution	1 Jul 2015	Other	4966757
Robert Jarrett Lilien	Evp, head of emerging technologies	1 Dec 2017	Other	1337819
Stuart Michael Bell	Evp, chief operating officer	1 Jan 2018	Other	6932307
Bryan Joseph Edmiston	Chief accounting officer	1 Apr 2018	Other	5743897
Jeremy D Schwartz	Evp, global head of research	1 Nov 2018	Other	4237439
Marci Jill Frankenthaler	Evp, chief legal officer and secretary	1 Apr 2019	Other	7090076
Robert Jarrett Lilien	President	1 Sep 2019	Other	1337819

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Howard Steinhardt	Stockholder	1 Nov 2004	25% - 50%	434986

Based in New York

The principal office where Wisdomtree Asset Management, Inc. performs its advisory services is located at 245 Park Avenue, New York, NY 10167 0002, 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 212 801 2080 or by fax 212 697 1848. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at wisdomtree.com.