Third Avenue Management LLC

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$95.7M
Accounts
17
Employees
19
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
107545
Registered since
August 29, 1986
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies96.38%
  • Pooled Investment Vehicles1.78%
  • Individuals1.75%
  • Charitable Organizations0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Third Avenue Management LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 1986. The firm serves both individuals and families as well as institutional clients and charges advisory fees based on a percentage of assets under management. Its advisory scope spans portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutional clients. The firm is also active as a CPO/CTA and maintains industry relationships that include broker-dealers, other investment advisers and roles as sponsor or managing member of pooled investment vehicles. Third Avenue identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 16%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents16%

Owners & executives

2 of 2
  • Michael Buono

    Michael Buono

    Chief Financial OfficerCRD 2348674

  • Martha Fox

    Martha Fox

    Chief Compliance OfficerCRD 1647590

Contacts

3 of 6
  • Willard Hall

    General CounselCRD 4210789

  • Matthew Fine

    Matthew Fine

    Portfolio ManagerCRD 3104810

  • Ryan Dobratz

    Ryan Dobratz

    Portfolio ManagerCRD 5227861

Unlock 3 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
6 Grand Central At 666 3 Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth