Asset Management One Usa Inc. is a large advisory firm based in New York. It manages $4.85 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.
Asset Management One U provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and information services for the parent company. 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 Asset Management One Usa Inc. is $4.85 billion. The firm's AUM has gone down by -9% since the beginning of its operation, and $4.8 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Asset Management One Usa Inc. for their services and products based on a percentage of assets under management, hourly charges, 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 only and largest group of clients of Akitoshi Masuda is pooled investment vehicles with 5 clients and $1.72 billion of assets under management. Among the 9 most similar advisory firms, Asset Management One U has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.72 billion for 5 clients. 78% of the firm’s clients are foreign persons or businesses.
Asset Management One U doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Akitoshi Masuda has been acting as President since 1 Oct 2016. Motonobu Nmn Hoshino joined the executive team most recently as the Director.
The principal office where Asset Management One Usa Inc. performs its advisory services is located at 400 Park Avenue, 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 212-350-7650 or by fax 212-354-1883. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at am-one-usa.com.