LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2002

Total AUM

$764M

Discretionary

$764M

100% of AUM

Avg account

$255M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 120109
Registered since: April 18, 2002
Website: www.lepercq.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles75.34%
Corporations / Businesses19.36%
Sovereign Wealth Funds5.3%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lepercq de Neuflize Asset Management LLC is a Delaware-style limited liability company that operates as a hedge fund manager focused on institutional clients. The firm has been SEC-registered since 2002 and provides portfolio management for pooled investment vehicles and for businesses or institutional investors. Its fee arrangements include asset-based fees, performance-based fees and other fee structures. The firm is not designated as an active ESG investor and is not described as a multistate or newly formed adviser. Industry affiliations reported include broker‑dealer relationships, acting as an investment adviser to other managers, and roles as sponsor, general partner or managing member of pooled investment vehicles.