Third Avenue Management LLC

RIASEC RegisteredEst. 1986
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 a privately organized LLC that has been SEC-registered since 1986. The firm manages portfolios for both individuals and institutional clients and charges fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutional/business accounts. Third Avenue also operates in roles beyond advisory—its reported activities include acting as a CPO/CTA and serving as a sponsor, general partner or managing member of pooled investment vehicles; it lists broker-dealer and other investment adviser affiliations as well. The firm identifies itself 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
  • Martha Fox

    Martha Fox

    Chief Compliance OfficerCRD 1647590

  • Michael Buono

    Michael Buono

    Chief Financial OfficerCRD 2348674

Contacts

3 of 6
  • Ryan Dobratz

    Ryan Dobratz

    Portfolio ManagerCRD 5227861

  • Jason Wolf

    Jason Wolf

    Portfolio ManagerCRD 4798021

  • Willard Hall

    General CounselCRD 4210789

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

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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