Войти в систему Зарегистрироваться бесплатно

Michaelson Capital Special Finance, LLC (New York)


Michaelson Capital Special Finance, LLC is a mid-sized advisory firm based in New York. It manages $40.7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Florida, Georgia, and 3 other states.

Logo

Michaelson Capital Special Finance provides portfolio management for individuals and small businesses and 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.

Michaelson Capital Special Finance: assets under management

The assets under management (AUM) of Michaelson Capital Special Finance, LLC is $40.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $40.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michaelson Capital Special Finance, 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Charles Michaelson M 1 Mar 2011 50% - 75% 721021

Based in New York

The principal office where Michaelson Capital Special Finance, LLC performs its advisory services is located at 509 Madison 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 212-433-1360 or by fax 212-433-1361. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at michaelsoncapital.com.


Registered investment advisers similar to Michaelson Capital Special Finance, LLC