Framework Management LLC is a large advisory firm based in New York. It manages $247.97 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2002.
Framework Management provides portfolio management for individuals and small businesses and 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 Framework Management LLC is $247.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% 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 Framework Management 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.
Joseph Meyer Kleinman has served as the Chief Investment Officer since 1 Oct 2001 and Andrew Wade Gitlin is the Chief Executive Officer of Framework Management LLC family office. Framework Investment Group Lp joined the executive team most recently as the Member.
The principal office where Framework Management LLC performs its advisory services is located at 767 Third Ave., New York, NY 10017, 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 212-446-5300 or by fax 212-446-5333. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.frameworkinvest.com.