Acclivity Capital Management LLC is a mid-sized advisory firm based in New York. It manages $30.6 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New York and Texas.
Acclivity Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and sub adviser 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 Acclivity Capital Management LLC is $30.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Acclivity Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Acclivity Capital Management LLC performs its advisory services is located at 28 W. 44 Th St. 16 Th Fl., New York, NY 10036, 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) 521-5198 or by fax (212) 521-5198. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at acclivitycap.com.