Retirement Plan Advisors An Hpm Partners Member Firm LLC (New York)


Retirement Plan Advisors An Hpm Partners Member Firm LLC is a large advisory firm based in New York. It manages $846.54 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Illinois, New York, and Ohio.

Retirement Plan Advisors An Hpm Partners Member Firm provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Retirement Plan Advisors An Hpm Partners Member Firm: assets under management

The assets under management (AUM) of Retirement Plan Advisors An Hpm Partners Member Firm LLC is $846.54 million. The firm's AUM has grown by 503% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $339.17 million in discretionary accounts and $507.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.27 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.24 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Retirement Plan Advisors An Hpm Partners Member Firm LLC 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.

What kind of clients Kurt Patrick Miscinski serves?

The only and largest group of clients of Kurt Patrick Miscinski is pension and profit sharing plans with 55 clients and $846.54 million of assets under management. Among the 9 most similar advisory firms, Retirement Plan Advisors An Hpm Partners Member Firm has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $846.54 million for 55 clients. None of the firm’s clients are foreign persons or businesses.

Retirement Plan Advisors An Hpm Partners Member Firm doesn't advise any private funds.

Careers at Retirement Plan Advisors An Hpm Partners Member Firm LLC

The company employs 12 people that are either part- or full-time employees. 25 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.

Kurt Patrick Miscinski has been acting as President since 1 Apr 2012. Benjamin A Pace has served as the Chief Investment Officer since 1 Oct 2014. Cerity Partners Equity Holding Llc joined the executive team most recently as the Member.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Hpm Partners Llc Manager 1 Apr 2012 75% - 100% 151559
Irvin Alan Leonard Managing partner 1 Apr 2012 Other 5719461
Robert Joseph Seco Chief compliance officer 1 Apr 2012 Other 5637325
Kurt Patrick Miscinski President 1 Apr 2012 Other 2694200
Lawrence Eric Sussman Director of operations and finance 1 Apr 2012 Other 2835591
Benjamin A Pace Chief investment officer 1 Oct 2014 Other 5283727
Maria Alexandra Geeza Chief administrative officer 1 Jan 2017 Other 4796907
Maria Alexandra Hodi Chief administrative officer 1 Jan 2017 Other 4796907
Kevin Hilden Chief operating officer 1 May 2018 Other 5037052

Indirect Owners

The SEC currently registers 16 indirect owners.

Name Entity Date acquired Ownership Employer ID
Irma Milstein Trustee 1 Mar 1998 Other 5583589
New York Private Bank And Trust Corporation Parent corporation 1 Dec 2003 75% - 100% 20-0136064
Emigrant Bancorp Parent corporation 1 Dec 2003 75% - 100% 13-3780951
Howard P. Milstein Trustee 1 Feb 2004 Other 4759415
Paul Milstein 1998 Revocable Trust Grantor trust 1 Feb 2004 75% - 100% 4759415
Emigrant Bank Parent corporation 1 Dec 2009 50% - 75% 13-5052245
Kurt Patrick Miscinski Manager 1 Nov 2017 Other 2694200
Llc Hpmp Eoe Member 1 Dec 2017 25% - 50% 82-3423803
Llc Hpm Partners Holdings Member 1 Dec 2017 50% - 75% 82-3744081
L.P. Lightyear Fund Iv Aiv 1 Member 1 Dec 2017 75% - 100% 82-3538903
Kurt Patrick Miscinski Manager 1 Dec 2017 Other 2694200
Llc Ly/Hpm Limited partner 1 Jan 2018 25% - 50% 82-3553633
L.P. Ly Iv Aiv 1 Holding Member 1 Jan 2018 75% - 100% 82-3568336
2297984 Ontario Limited Limited partner 1 Jan 2018 25% - 50% 98-1016734
Cerity Partners Equity Holding Llc Member 1 Sep 2018 75% - 100% 83-1643668
Cerity Partners Eoe Llc Member 1 Sep 2018 25% - 50% 82-3423803

Based in New York

The principal office where Retirement Plan Advisors An Hpm Partners Member Firm LLC performs its advisory services is located at 335 Madison Avenue, 23 Rd Floor, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Cleveland, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-850-4260 or by fax 212-937-1942. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at hpmpartners.com and its LinkedIn profile.

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