Loewenberg R E Capital Management Corp (New York)

Loewenberg R E Capital Management Corp is a large advisory firm based in New York. It manages $231.84 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, New Hampshire, New York, and Texas.

Loewenberg R E Capital Management Corp provides portfolio management for individuals and small businesses, 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.

Loewenberg R E Capital Management Corp: assets under management

The assets under management (AUM) of Loewenberg R E Capital Management Corp is $231.84 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $67.47 million in discretionary accounts and $164.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.49 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $14.94 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Loewenberg R E Capital Management Corp for their services and products based on a percentage of assets under management and fixed 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.

Careers at Loewenberg R E Capital Management Corp

Karen Smith Champlin has been acting as President since 1 Dec 1994. Zvi Akiba Rottenstreich joined the executive team most recently as the Director/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ralph Edmund Loewenberg	Pres. treas. dir. shrhldr. 151 shrs (75.5%) class a voting: 971 shrs (48.55%) class b nonvoting	1 Jun 1970	75% - 100%	4360314
Trustees Ui Dtd 12/27/1989 Cb Rel Fbo His Issue Patricia K. Loewenberg And Karen S. Champlin	Shareholder 49 shrs (24.5%) class a voting: 490 shrs (24.5%) class b nonvoting	1 Dec 1989	Other	13-6945402
Patricia Kimball Loewenberg	Director	1 Dec 1993	Other	4360457
As Trustee Ui Dtd 12/31/1993 Cb Rel Fbo Diana Loewenberg Patricia K. Loewenberg	Shareholder 269.5 shrs (13.475%) class b nonvoting	1 Dec 1993	Other	13-7016282
As Trustee Ui Dtd 12/31/1993 Cb Rel Fbo Elizabeth Loewenberg Patricia K. Loewenberg	Shareholder 269.5 shrs (13.475%) class b nonvoting	1 Dec 1993	Other	13-7016283
Karen Smith Champlin	Director	1 Dec 1994	Other	4360468
Trustee Of The Ralph E. Loewenberg 2001 Grat C/U/I/D 11/20/2001 Fbo P. Loewenberg Trustee U/I 12/31/93 Fbo Eliz. P Loewenberg	Shareholder 2093 shrs (49.8333%) class b nonvoting	1 Nov 2001	25% - 50%	13-7308380
Zvi Akiba Rottenstreich	Director/chief compliance officer	1 Nov 2005	Other	5065834

Based in New York

The principal office where Loewenberg R E Capital Management Corp performs its advisory services is located at 900 Third Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.