Citistreet Funds Management LLC is a large advisory firm based in Somerset. It manages $2.87 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Jersey.
Citistreet Funds Management provides portfolio management for investment companies. 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 Citistreet Funds Management LLC is $2.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Citistreet Funds Management 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.
The principal office where Citistreet Funds Management LLC performs its advisory services is located at 400 Atrium Drive, Somerset, NJ 08873, 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 732-514-2000 or by fax 732-514-2468. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.