Unterberg C E Towbin Advisors LP (New York)
Unterberg C E Towbin Advisors LP is a large advisory firm based in New York. It manages $483.61 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Unterberg C E Towbin Advisors provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Unterberg C E Towbin Advisors: assets under management
The assets under management (AUM) of Unterberg C E Towbin Advisors LP is $483.61 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Unterberg C E Towbin Advisors LP 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.
Careers at Unterberg C E Towbin Advisors LP
James William Weil has been acting as President since 1 Jan 2001. John Cronin Inc. joined the executive team most recently as the General Partner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 48 indirect owners.Based in New York
The principal office where Unterberg C E Towbin Advisors LP performs its advisory services is located at 350 Madison Avenue, New York, NY 10017, 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 212-389-8001 or by fax 212-389-8401. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.unterberg.com.
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