ACE & COMPANY NEW YORK, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 304442
- Registered since
- November 27, 2019
- Website
- aceandcompany.com
- Fee structure
- Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
ACE & Company New York, Inc. is a corporation that serves institutional clients as an adviser and sponsor of pooled investment vehicles. The firm registered with the SEC in 2019 and identifies as a private equity fund manager that charges fixed fees. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also operates in sponsor/GP and managing-member capacities for those vehicles. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not present itself as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Adam Said
Founding PartnerCRD 6938449
JOHN JOSEPH
Head of Legal & ComplianceCRD 7137613
LEE LOWICKI
Investment PrincipalCRD 7476103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 712 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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