Jamison Prince Asset Management, Incorporated (New York)

Name: Jamison Prince Asset Management, Incorporated
Address: 307 Fifth Avenue, New York, NY, 10016
Telephone: 212-415-5830

Jamison Prince Asset Management, Incorporated is a large advisory firm based in New York. It manages $97.51 million of regulatory assets for 133 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

Jamison Prince Asset Management, Incorporated 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.

Jamison Prince Asset Management, Incorporated: assets under management

The assets under management (AUM) of Jamison Prince Asset Management, Incorporated is $97.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $97.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $733.15 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jamison Prince Asset Management, Incorporated for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jamison Prince Asset Management, Incorporated

Robin Herndon Prince has been acting as President since 1 Sep 1993. Beacon Financial Corporation joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robin Herndon Prince	Chairman/director	1 Sep 1993	Other	1500040
Jack Brown Harris	Managing director	1 Nov 1998	Other	874005
Michael David Jamison	President/director	1 Nov 2001	Other	1204463
Jamison Prince Holding Corporation	Shareholder	1 Nov 2001	75% - 100%	31-1802674
John Hendee Roach	Manageing director	1 Jul 2003	Other	2395726
Estate Of Robin Herndon Prince	Investor	1 Sep 2004	Other	06-6542258
Glenn Scott Dorsey	Managing director	1 Jan 2005	Other	2037434
Joella H Prince	Shareholder	1 Sep 2006	Other	xxx-xx-xxxx
Mb Investment Partners And Associates Llc	Shareholder	1 Aug 2007	75% - 100%	81-0655036
Beacon Financial Corporation	Shareholder	1 Sep 2009	Other	27-1119643

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Centremb Holdings Llc	Member	1 Aug 2004	50% - 75%	20-1297702
Centre Pacific Holdings Llc	Member	1 Aug 2004	50% - 75%	95-4775904
Centre Capital Investors Iii Llc	Member	1 Aug 2004	75% - 100%	06-1567769
Centremb Holdings Llc	Member	1 Aug 2007	50% - 75%	20-1297702
Centre Pacific Holdings Llc	Member	1 Aug 2007	50% - 75%	95-4775904
Centre Capital Investors Iii Llc	Member	1 Aug 2007	75% - 100%	06-1567769

Based in New York

The principal office where Jamison Prince Asset Management, Incorporated performs its advisory services is located at 307 Fifth Avenue, New York, NY 10016, 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 212-415-5830 or by fax 212-220-5319. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at mjamison@jpam.com.