Singer Partners, LLC (Winnetka)

Singer Partners, LLC is a large advisory firm based in Winnetka. It manages $208.87 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Illinois.

Singer Partners provides portfolio management for investment companies 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.

Singer Partners: assets under management

The assets under management (AUM) of Singer Partners, LLC is $208.87 million. The firm's AUM has grown by 3381% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.03 million in discretionary accounts and $195.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $27.98 million.

Singer Partners has custody of $13.03 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Singer Partners, 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.

Careers at Singer Partners, LLC

Llc Singer Family Investment Company joined the executive team most recently as the Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian David Singer	Chief executive officer	1 Feb 2009	75% - 100%	1505723
Sebastian Ernest Cassetta	Chief operating officer	1 Feb 2009	Other	5060011
Michael John Jacobs	Chief compliance officer	1 Feb 2009	Other	2249034
Michael John Jacobs	Chief compliance officer, managing partner	1 Jun 2009	Other	2249034
Edwin Denson	Managing partner	1 Jun 2009	Other	5692598
Renato Staub	Partner	1 Jun 2009	Other	5692601
Tom Clarke	Managing partner	1 Jun 2009	Other	5692603
Edwin Mclean Denson	Managing member	1 Jun 2009	Other	5692598
Renato Antonio Staub	Member	1 Jun 2009	Other	5692601
Thomas Michael Clarke	Managing member	1 Jun 2009	Other	5692603
Llc Singer Family Investment Company	Managing partner	1 Sep 2009	50% - 75%	27-0862978

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Brian David Singer	Managing member	1 Oct 2009	75% - 100%	1505723

Based in Winnetka

The principal office where Singer Partners, LLC performs its advisory services is located at 914 Green Bay Road, Winnetka, IL 60093, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 847-716-3131. The normal business hours are 8:30 - 5:00 on Monday - Friday.