EMBASSY ASSET MANAGEMENT LP

RIASEC RegisteredEst. 2021
Total AUM
$774M
Discretionary
$774M
100% of AUM
Avg account
$193M
Accounts
4
Employees
11
Advisory reps
5

Firm details

Headquarters
SHORT HILLS, New Jersey
CRD number
314768
Registered since
September 27, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies95.58%
  • Pooled Investment Vehicles4.42%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Embassy Asset Management LP is a limited partnership registered with the SEC in 2021 that provides investment advisory services to institutional clients. The firm offers portfolio management for investment companies and pooled investment vehicles and serves as an adviser and sponsor/GP/managing member to pooled vehicles. Its ownership mix includes domestic entities, foreign entities, and individuals. Compensation includes both a percentage-of-assets fee and performance-based fees. Embassy does not identify as an active ESG investor and is not listed as a multi-state adviser in its regulatory profile.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Stephen Connors

    Chief Financial OfficerCRD 7418153

Contacts

3 of 4
  • JOHN KIDD

    Managing MemberCRD 5189435

  • KYLE BRADY-HAMM

    Financial AdvisorCRD 7348696

  • Anthony Sherlag

    Registered RepresentativeCRD 7300388

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, NJ, 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
ESSEX
Address
1200 Morris Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth