Frm (Research) LLC (New York)


Frm (Research) LLC is a large advisory firm based in New York. It manages $867.81 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002.




Frm (Research) provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Frm (Research): assets under management

The assets under management (AUM) of Frm (Research) LLC is $867.81 million. The firm's AUM has grown by 338% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $867.41 million in discretionary accounts and $400 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.85 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Frm (Research) LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Frm (Research) LLC

Simon Timothy Irish has been acting as President since 1 Jul 2001. Blaine J. Tomlinson joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Frm (Americas) Ltd. Member 1 Jun 2001 75% - 100% foreign
Simon Timothy Irish Director 1 Jul 2001 Other 4529994
Michael Strashinsky Vice president/compliance officer 1 Jan 2002 Other 2160839
Michael Strashinsky Director/senior vice president/compliance officer 1 Nov 2002 Other 2160839
Roy Haney Callahan Managing director 1 Jan 2003 Other 722246
John Harvey Beech Director 1 Sep 2003 Other 2581044
John Harvey Beech Managing director, chief investment officer 1 Jul 2004 Other 2581044
Carrie Ann Mccabe Managing director, chief executive officer 1 Mar 2005 Other 1398466
Andrew Robert Anthony Stewart General counsel 1 Jun 2005 Other 5118032
Daniel Florsheim Managing director, chief operating officer, chief financial officer 1 Mar 2006 Other 5118170
Blaine J. Tomlinson Director 1 Jun 2006 75% - 100% 4529992

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
The Tomlinson Trust Shareholder 1 Oct 1996 75% - 100% foreign
The Regent Trust Company Limited Trustee 1 Oct 1996 75% - 100% foreign
The Tomlinson Family Trust Shareholder 1 Oct 1996 75% - 100% foreign
Damor Investments Limited Shareholder 1 Oct 1996 50% - 75% foreign
Royal Bank Of Canada Trust Company (International) Limited Shareholder 1 Jan 2000 75% - 100% foreign
Royal Bank Of Canada Shareholder 1 Jan 2000 75% - 100% foreign
Frm Holdings Limited Shareholder 1 Apr 2001 75% - 100% foreign

Based in New York

The principal office where Frm (Research) LLC performs its advisory services is located at 888 Seventh Avenue, 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 212-810-2300 or by fax 212-810-2301. The normal business hours are 8:30 am - 6:00pm est on Monday - Friday.