Haber Trilix Advisors, LP is a large advisory firm based in Boston. It manages $1.56 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Massachusetts.
Haber Trilix Advisors provides sub-advisory. 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 Haber Trilix Advisors, LP is $1.56 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% 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 Haber Trilix Advisors, LP 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.
Jeffrey Kirkland Kerrigan has served as the Chief Investment Officer since 1 Jun 2013. Peter Walter Kronberg joined the executive team most recently as the Chief Compliance Officer, General Counsel.
The principal office where Haber Trilix Advisors, LP performs its advisory services is located at 29 Commonwealth Ave, Boston, MA 02116, 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 617-849-5250 or by fax 617-5361489. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at haberadvisers.ca.