Pareto New York LLC is a large advisory firm based in New York. It manages $5.75 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.
Pareto New York provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and investment advice to clients of affiliated entities. 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 Pareto New York LLC is $5.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 11392% 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 Pareto New York LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
Carl Martin Mastroianni has been acting as President since 1 Jul 2011. Philip Alexander Anker joined the executive team most recently as the Manager.
The principal office where Pareto New York LLC performs its advisory services is located at 200 Park Avenue, 7 Th Floor, New York, NY 10166 0005, 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 212-527-1800 or by fax 212-527-1818. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at bnymellonam.com.