One Tusk Investment Partners LP (New York)

One Tusk Investment Partners LP is a large advisory firm based in New York. It manages $191.52 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016.

One Tusk Investment Partners 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.

One Tusk Investment Partners: assets under management

The assets under management (AUM) of One Tusk Investment Partners LP is $191.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 498% since the beginning of its operation, and $191.52 million of the total AUM is attributable to clients outside of the United States.

The firm manages $191.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $47.88 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay One Tusk Investment Partners LP for their services and products based on a percentage of assets under management 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.

What kind of clients One Tusk Investment Partners serves?

The only and largest group of clients of One Tusk Investment Partners is pooled investment vehicles with 4 clients and $191.52 million of assets under management. Among the 10 most similar advisory firms, One Tusk Investment Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $191.52 million for 4 clients. 75% of the firm’s clients are foreign persons or businesses.

One Tusk Investment Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at One Tusk Investment Partners LP

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
One Tusk Investment Partners Gp Llc	General partner	1 Sep 2015	Other	47-5003029
Wai Yen Vivian Lau	Chief executive officer / managing partner	1 Sep 2015	75% - 100%	4234256
Daniel Mandelbaum	Chief financial officer / chief compliance officer	1 Nov 2015	Other	5046239
Robert George Frahm	Partner and head trader	1 May 2016	Other	4434155
Neil Andrew Berman	Chief compliance officer / chief operating officer / chief financial officer	1 Jul 2017	Other	3114571

Based in New York

The principal office where One Tusk Investment Partners LP performs its advisory services is located at 250 W 55 Th Street, New York, NY 10019, 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) 468-5211. The normal business hours are 8:30 a.m. -5:00 p.m. on Monday - Friday.