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Pulse Capital Partners, LLC (New York)


Pulse Capital Partners, LLC is a mid-sized advisory firm based in New York. It manages $38.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

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Pulse Capital Partners 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.

Pulse Capital Partners: assets under management

The assets under management (AUM) of Pulse Capital Partners, LLC is $38.3 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $38.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.15 million each.
Pulse Capital Partners has custody of $38.3 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pulse Capital Partners, LLC 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Willy Holz Trustee 1 Feb 2011 Other 6028996
Stella Beteiligungs Gesellschaft Mbh & Co. Kg Shareholder 1 Nov 2011 25% - 50% foreign entity

Based in New York

The principal office where Pulse Capital Partners, LLC performs its advisory services is located at 640 Fifth 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 212 430 1860 or by fax 212 430 1810. The normal business hours are 8am to 6pm on Monday - Friday. You can find more information about the New York firm at pulsecp.com/.


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