A P Management Company Iii Inc. (Baltimore)

Name: A P Management Company Iii Inc.
Address: 509 S. Exeter St., Baltimore, MD, 21202
Telephone: 443-573-3010

A P Management Company Iii Inc. is a large advisory firm based in Baltimore. It manages $228.22 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Maryland.

A P Management Company Iii provides 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.

A P Management Company Iii: assets under management

The assets under management (AUM) of A P Management Company Iii Inc. is $228.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $228.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.11 million each.

A P Management Company Iii has custody of $209.81 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay A P Management Company Iii Inc. 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 A P Management Company Iii Inc.

Chris Michael Royston has been acting as President since 1 Jul 2012. Thomas Oliver Holland joined the executive team most recently as the Treasurer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Oliver Holland	Treasurer and chief compliance officer	1 Jul 2012	Other	1200210
Charles Patrick Mccusker	Secretary	1 Jul 2012	Other	2692928
Thomas Matthews Neale	Principal	1 Jul 2012	Other	2939589
Charles Alan Bryan	Principal	1 Jul 2012	Other	1587605
Chris Michael Royston	President	1 Jul 2012	Other	1347842

Based in Baltimore

The principal office where A P Management Company Iii Inc. performs its advisory services is located at 509 S. Exeter St., Baltimore, MD 21202, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-573-3010 or by fax 443-573-3020. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at patriot-capital.com.