Staple Street Capital Management, L.P. is a large advisory firm based in New York. It manages $276.94 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014.
Staple Street Capital Management provides portfolio management for pooled investment vehicles and portfolio company management 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.
The assets under management (AUM) of Staple Street Capital Management, L.P. is $276.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and $34.61 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Staple Street Capital Management, L.P. 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.
The firm provides services to individuals, insurance companies, investment companies, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Staple Street Capital Management is investment companies with 19 clients and $124.4 million of assets under management. Among the 8 most similar advisory firms, Staple Street Capital Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $276.94 million for 50 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Staple Street Capital Management also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 14 people that are either part- or full-time employees. 93 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Staple Street Capital Management, L.P. performs its advisory services is located at 1290 Avenue Of Americas, 10 Th Floor, New York, NY 10104, 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 212-613-3100 or by fax 212-613-3142. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at staplestreetcapital.com/.