Murphy Acquisition LLC (Boston)

Name: Murphy Acquisition LLC
Address: 99 High Street, Boston, MA, 02110 2320
Telephone: 617-494-1000

Murphy Acquisition LLC is a large advisory firm based in Boston. It manages $7.41 billion of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Massachusetts and Pennsylvania.

Murphy Acquisition provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Murphy Acquisition: assets under management

The assets under management (AUM) of Murphy Acquisition LLC is $7.41 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $7.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.64 million each.

Murphy Acquisition has custody of $202.41 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Murphy Acquisition LLC 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 Murphy Acquisition LLC

Paul Jude Salem has been acting as President since 1 Oct 2013. Robert Stuart Hull joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Jude Salem	Director	1 Oct 2013	Other	2071043
Robert Stuart Hull	Director	1 Oct 2013	Other	1858868
Andrew M Smock	President, co-chief investment officer, director	1 Oct 2013	Other	5865934
Jeffrey Charles Addis	Chief compliance officer, chief operating officer and executive vice president	1 Oct 2013	Other	1445627
Douglas A. Kelly	Chief executive officer, co-chief investment officer, director	1 Oct 2013	Other	4368344
John Clarke Clavin	Executive vice president, chief sales & marketing officer	1 Oct 2013	Other	4768526
Providence Equity Capital Markets Merganser Llc	Member	1 Oct 2013	75% - 100%	46-3643821
Marc Gerald Puglia	Director	1 Oct 2013	Other	6262774

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fund Management Inc.	Non-managing member	1 Nov 2006	75% - 100%	20-0226933
Jonathan Milton Nelson	Shareholder	1 Nov 2006	75% - 100%	5088937
Providence Equity Partners L.L.C.	Member	1 Oct 2013	75% - 100%	20-8146702

Based in Boston

The principal office where Murphy Acquisition LLC performs its advisory services is located at 99 High Street, Boston, MA 02110 2320, 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 617-494-1000 or by fax 617-528-4824. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.merganser.com.