Managed Account Advisors LLC
Firm details
- Headquarters
- Jersey City, New Jersey
- CRD number
- 142558
- Registered since
- February 27, 2007
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.23%
- Individuals25.1%
- Corporations / Businesses5.2%
- Charitable Organizations2.64%
- Pension & Profit Sharing Plans1.72%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Managed Account Advisors LLC is an SEC-registered investment adviser formed as an LLC in 2007 that acts as a capital allocator for both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals, small businesses, and institutions, as well as manager-of-managers services (selection of other advisers). It identifies as an active ESG investor and maintains a mix of industry linkages that include broker-dealer, trust company, insurance company, banking/thrift, futures commission merchant, and other market-facing affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Private Funds31%
- Public Funds/Mutual Funds13%
- State & Local Bonds7%
- US Government Bonds3%
Owners & executives
1 of 1Julie Lyman
Chief Legal OfficerCRD 2384759
Contacts
3 of 34Stephen Sarpi
Investment Adviser RepresentativeCRD 4360008
Rajyashree Jalan
Portfolio ManagerCRD 5854529
Robert Van Pelt
Portfolio SpecialistCRD 4561625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jersey City, NJ
Hudson
Location
Jersey City, NJ
Headquartered in Jersey City, 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
- Hudson
- Address
- 525 Washington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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