Hsbc Halbis Partners (Usa) Inc. is a large advisory firm based in New York. It manages $7.55 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Illinois, and New York.
Hsbc Halbis Partners (Usa) provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.
The assets under management (AUM) of Hsbc Halbis Partners (Usa) Inc. is $7.55 billion. The firm's AUM has grown by 17086% 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 Hsbc Halbis Partners (Usa) Inc. 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.
Stephen John Baker has been acting as President since 1 May 2005. Salvatore Joseph Iocolano joined the executive team most recently as the Chief Compliance Officer/Asst. Corporate Secretary.
The principal office where Hsbc Halbis Partners (Usa) Inc. performs its advisory services is located at 452 Fifth Avenue, New York, NY 10018, which is also the mailing address of the firm. An additional office of the firm is in Darien, CT. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-525-5000 or by fax 212-525-2322. The normal business hours are 9.00am - 5.00pm on Monday - Friday.