Ge Capital Debt Advisors LLC (Norwalk)

Ge Capital Debt Advisors provides portfolio management for businesses and institutional clients and investment advice to pooled investment vehicles and other institutions. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ge Capital Debt Advisors: assets under management

The assets under management (AUM) of Ge Capital Debt Advisors LLC is $1.58 billion. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.13 billion in discretionary accounts and $446 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $188.67 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $148.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ge Capital Debt Advisors LLC for their services and products based on a percentage of assets under management and fixed 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 3 indirect owners.

Based in Norwalk

The principal office where Ge Capital Debt Advisors LLC performs its advisory services is located at 201 Merritt 7, Norwalk, CT 06851, 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 203-956-4710 or by fax 203-956-4240. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.

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