Busara Advisors, LLC (New York)


Busara Advisors, LLC is a large advisory firm based in New York. It manages $156.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Busara Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Busara Advisors: assets under management

The assets under management (AUM) of Busara Advisors, LLC is $156.5 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Busara Advisors, 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.

Careers at Busara Advisors, LLC

Andrew Joseph Timpson has served as the Chief Investment Officer since 1 Mar 2010 and Joseph Paul Schlater is the Chief Executive Officer of Busara Advisors, LLC family office. Sc Ngu Llc joined the executive team most recently as the Non Managing Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Joseph Paul Schlater Chief executive officer 1 Mar 2010 25% - 50% 1756470
Andrew Joseph Timpson Chief investment officer 1 Mar 2010 25% - 50% 2809684
Marx Luke Cazenave Non-managing member 1 Mar 2010 Other 1225802
Clifford Clinton Swint Non-managing member 1 Mar 2010 Other 2479730
Elizabeth Ann Havens Vice president - chief compliance officer 1 Mar 2010 Other 4585221
Sc Ngu Llc Non-managing member 1 Jul 2011 Other 35-2408111

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Ronald Mandel Lott Managing member 1 Apr 2011 75% - 100% 4527616

Based in New York

The principal office where Busara Advisors, LLC performs its advisory services is located at 20 West 55 Th St, 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 646-840-3420 or by fax 917-525-2665. The normal business hours are 9 am - 6 pm on Monday - Friday. You can find more information about the New York firm at busaraadvisors.com.