Wyser Pratte Management Co., Inc. is a mid-sized advisory firm based in Bedford. It manages $51.58 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2017.
Wyser Pratte Management Co. provides 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.
The assets under management (AUM) of Wyser Pratte Management Co., Inc. is $51.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and $51.58 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Wyser Pratte Management Co., Inc. 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 firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Guy Patrick Wyser Pratte is pooled investment vehicles with 2 clients and $27.46 million of assets under management. Among the 2 most similar advisory firms, Wyser Pratte Management Co. has the 0th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $51.58 million for 3 clients. 100% of the firm’s clients are foreign persons or businesses.
Wyser Pratte Management Co. also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Guy Patrick Wyser Pratte has been acting as President since 1 Jan 1991. Karin Lynne Wyser Pratte joined the executive team most recently as the Director.
The principal office where Wyser Pratte Management Co., Inc. performs its advisory services is located at 504 Guard Hill Road, Bedford, NY 10506, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914 234 4930 or by fax 914 234 4933. The normal business hours are 9a.m.-5 p.m. on Monday - Friday. You can find more information about the New York firm at wyser-pratte.com.