EMBASSY ASSET MANAGEMENT LP
Firm details
- Headquarters
- SHORT HILLS, New Jersey
- CRD number
- 314768
- Registered since
- September 27, 2021
- Website
- www.embassycompanies.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Stephen Connors
Chief Financial OfficerCRD 7418153
Contacts
3 of 4JOHN KIDD
Managing MemberCRD 5189435
KYLE BRADY-HAMM
Financial AdvisorCRD 7348696
Anthony Sherlag
Registered RepresentativeCRD 7300388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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