Db Investment Managers, Inc is a related adviser based in New York. It manages $5.2 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Delaware and New York.
Db Investment Managers 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.
The assets under management (AUM) of Db Investment Managers, Inc is $5.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% 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 Db Investment Managers, Inc for their services and products based on a percentage of assets under management and fixed 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.
The only and largest group of clients of Bernard Louis Abdo is pooled investment vehicles with 4 clients and $5.2 million of assets under management. Among the 1 most similar advisory firms, Db Investment Managers has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $5.2 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Db Investment Managers also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $250,000.
The company employs 3 people that are either part- or full-time employees. 33 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.
Bernard Louis Abdo has been acting as President since 1 Mar 2014. Thomas Howard Rice joined the executive team most recently as the Chief Legal Officer.
The principal office where Db Investment Managers, Inc performs its advisory services is located at 345 Park Avenue, New York, NY 10154, 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 212-454-6260. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at deawm.com.