Hedgemark Advisors, LLC is a large advisory firm based in New York. It manages $7.15 billion of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2009.
Hedgemark Advisors provides managed account platform provider. 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 Hedgemark Advisors, LLC is $7.15 billion. The firm's AUM has grown by 550% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hedgemark Advisors, LLC for their services and products based on a percentage of assets under management. 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.
Andrew Scott Lapkin has been acting as President since 1 Aug 2012. Kenichi Shoji has served as the Chief Investment Officer since 1 Aug 2009. Dennis Paul Lowenfels joined the executive team most recently as the Chief Compliance Officer.
The principal office where Hedgemark Advisors, LLC performs its advisory services is located at 225 Liberty St., New York, NY 10286, 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 +1 212 888 1300 or by fax +1 646 559 9954. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at hedgemark.com.