Addison Clark Management, L.L.C. (Stamford)

Addison Clark Management, L.L.C. is a large advisory firm based in Stamford. It manages $130.33 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and South Carolina.

Addison Clark Management, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Addison Clark Management, L.L.C: assets under management

The assets under management (AUM) of Addison Clark Management, L.L.C. is $130.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $130.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Addison Clark Management, L.L.C. 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 Addison Clark Management, L.L.C.

Charles Thomas Rini joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Darryl Zucker	Chief compliance officer, chief financial officer	1 Oct 2001	Other	1650572
Terence Michael Hogan	Chief executive officer	1 Oct 2001	25% - 50%	2050598
Charles Thomas Rini	Portfolio manager	1 Oct 2001	25% - 50%	2723959
Louis Albert Garcia	Member	1 Dec 2009	Other	2627474
Terence Michael Hogan	Member	1 Oct 2015	Other	2050598
Charles Thomas Rini	Managing member	1 Oct 2015	75% - 100%	2723959

Based in Stamford

The principal office where Addison Clark Management, L.L.C. performs its advisory services is located at 263 Tresser Boulevard, Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in Charleston, SC. It doesn’t run an office outside of the United States.