Amivest Corp (Melville)

Amivest Corp is a large advisory firm based in Melville. It manages $664.33 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, New York, and Pennsylvania.

Amivest Corp 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.

Amivest Corp: assets under management

The assets under management (AUM) of Amivest Corp is $664.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $664.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Amivest Corp for their services and products based on a percentage of assets under management. 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 Amivest Corp

Daniel M Healy has been acting as President since 1 Jun 1998. Dean Tyler Jenks has served as the Chief Investment Officer since 1 Jul 1991. Capital One Financial Corporation joined the executive team most recently as the Sole Owner Of Applicant.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dean Tyler Jenks	Svp/chief investment officer	1 Jul 1991	Other	814157
Michael Joseph Kelly	Svp/chief admin. officer	1 Sep 1992	Other	2286396
North Fork Bancorporation	Sole owner of applicant	1 Jun 1998	75% - 100%	11-1353410
Daniel M Healy	Director	1 Jun 1998	Other	4097705
John Adam Kanas	Director	1 Sep 2000	Other	2010611
John N Digiacomo	Chief financial officer	1 Sep 2000	Other	4345253
Angelo Spanodemos	Vp portfolio manager	1 Sep 2000	Other	2085744
Joseph Vincent Calderone	Vice president marketing	1 Sep 2000	Other	1724075
Dawn Jae Arrasate	Vice president - marketing	1 Jan 2001	Other	2913477
Matthew J Murphy	Director	1 Mar 2002	Other	2309026
Frederick Philip Horne	Senior vice president - marketing	1 Nov 2002	Other	4617500
Matthew J Murphy	President/director	1 Apr 2003	Other	2309026
Capital One Financial Corporation	Sole owner of applicant	1 Dec 2006	75% - 100%	54-1719854

Based in Melville

The principal office where Amivest Corp performs its advisory services is located at C/O North Fork Bank, Melville, NY 11747, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.