Channel Funds Management LLC is a pension cosultant based in Boston. It manages $689.96 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.
Channel Funds Management provides 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 Channel Funds Management LLC is $689.96 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% 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 Channel Funds Management LLC 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.
Raphael Wechsler joined the executive team most recently as the Chief Executive Officer.
The principal office where Channel Funds Management LLC performs its advisory services is located at 100 High Street, Boston, MA 02110, 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 617-747-0100 or by fax 617-747-0800. The normal business hours are 8:00 am to 5:00 pm et on Monday - Friday.