Paulson Management LP (New York)


Paulson Management LP is a large advisory firm based in New York. It manages $610.26 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013.

Paulson Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Paulson Management: assets under management

The assets under management (AUM) of Paulson Management LP is $610.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and $610.26 million of the total AUM is attributable to clients outside of the United States.

The firm manages $610.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $610.26 million each.
Paulson Management has custody of $610.26 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paulson Management 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 Paulson Management serves?

The only and largest group of clients of Paulson Management is pooled investment vehicles with 1 clients and $610.26 million of assets under management. Among the 9 most similar advisory firms, Paulson Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $610.26 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.

Paulson Management 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 Paulson Management LP

The company employs 64 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates 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
John Alfred Paulson Managing member, portfolio manager 1 Apr 2001 Other 1437480
Andrew Hoine Director of research 1 Apr 2001 Other 4755486
Paulson Family Trust Member 1 Apr 2001 75% - 100% 16-6531141
Christopher Alan Bodak Chief financial officer 1 Sep 2001 Other 4755450
Stuart Leslie Merzer General counsel & chief compliance officer 1 Oct 2003 Other 1965756
Rufus Putnam Coes Chief operating officer 1 Mar 2007 Other 2531293
Linda Y. Dong Chief operating officer 1 Sep 2016 Other 5013104

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jeffrey Bortnick Trustee 1 Apr 2001 Other 5083703

Based in New York

The principal office where Paulson Management LP performs its advisory services is located at 1133 Avenue Of The Americas, New York, NY 10036, 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 212-956-2221 or by fax 212-977-9505. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at paulsonco.com.