Global Asset Management Usa Inc (New York)


Global Asset Management Usa Inc is a large advisory firm based in New York. It manages $1.04 billion of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 19 other states.

Global Asset Management U provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Asset Management U: assets under management

The assets under management (AUM) of Global Asset Management Usa Inc is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.01 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Asset Management Usa Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Global Asset Management Usa Inc

Burkhard Poschadel has been acting as President since 1 May 2000. Gam Holding Ag joined the executive team most recently as the Shareholder Of Gam Usa.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Gam Admin B.V. ("Gabv") Shareholder of gam usa 1 May 1983 75% - 100% n/a
Kevin John Blanchfield Director, chief operating officer, chief financial officer 1 Nov 1993 Other 1030695
Jozef C Hendriks Director 1 Dec 1995 Other 4392325
Brett Alan Felsman Director, institutional division 1 Mar 1997 Other 2995249
David Alan Anderson Director, managing director - clients - americas 1 Mar 1998 Other 1100996
James Anthony Goldschmidt Vice president, director of private accounts 1 Mar 1998 Other 1306223
Joseph Allessie General counsel, secretary and chief compliance officer 1 Feb 1999 Other 3193402
John L Griffith Managing director, institutional division 1 Apr 1999 Other 2254225
Deborah Ann Brodheim Vice president, director of private accounts 1 Sep 1999 Other 3009386
Burkhard Poschadel Director 1 May 2000 Other 4392323
Benjamin Franklin Lenhardt Director 1 May 2000 Other 2285642
James Albert Abate Investment director 1 Jan 2001 Other 1496799
Michael Joseph Bessel Associate general counsel and compliance manager 1 May 2002 Other 2963742
Gam Holding Ag Shareholder of gam usa 1 Jan 2003 75% - 100% n/a

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Greenpark Management N.V. ("Gmnv") Shareholder of gamsr 1 Mar 1984 75% - 100% n/a
Global Asset Management Ltd. ("Gaml") Shareholder of gmnv 1 Jul 1989 75% - 100% n/a
Global Asset Management Gam Sarl ("Gamsr") Shareholder of gabv 1 Sep 1996 75% - 100% n/a
Ubs Ag Shareholder of gaml 1 Dec 1999 75% - 100% n/a
Ubs Ag Shareholder of gam holding ag 1 Jul 2002 75% - 100% n/a
Gam Holding Ag Shareholder of gaml 1 Jul 2002 75% - 100% foreign

Based in New York

The principal office where Global Asset Management Usa Inc performs its advisory services is located at 135 East 57 Th Street, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-407-4600 or by fax 212-407-4682. The normal business hours are 9:00-5:00 on Monday - Friday.