Steinberg Asset Management, LLC

RIASEC RegisteredEst. 2002

Total AUM

$172M

Discretionary

$172M

100% of AUM

Avg account

$3.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 118968
Registered since: January 1, 2002
Website: www.samny.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI80.18%
Other17.1%
Pension & Profit Sharing Plans1.31%
Pooled Investment Vehicles0.72%
Individuals0.67%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Steinberg Asset Management, LLC is a limited liability company operating as a non-independent retail registered investment adviser. The firm has been SEC-registered since 2002 and serves both individual/family and institutional clients. Core advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutions. The firm also functions in sponsor/GP and CPO/CTA roles for pooled vehicles, and its fee schedules include both AUM-based fees and performance-based fees. Steinberg is not identified as an active ESG investor and is not structured as a multi-state adviser or capital allocator in the available records.