Indexiq Advisors LLC is a large advisory firm based in New York. It manages $4.51 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of New York and Texas.
Indexiq Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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 Indexiq Advisors LLC is $4.51 billion. The firm's AUM has grown by 34601% 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 Indexiq Advisors 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 only and largest group of clients of Indexiq Advisors is investment companies with 23 clients and $4.46 billion of assets under management. Among the 6 most similar advisory firms, Indexiq Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $4.46 billion for 23 clients. None of the firm’s clients are foreign persons or businesses.
Indexiq Advisors doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 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.
Salvatore John Bruno has served as the Chief Investment Officer since 1 Oct 2008 and Adam Scott Patti is the Chief Executive Officer of Indexiq Advisors LLC family office. Kirk Christopher Lehneis joined the executive team most recently as the Chief Executive Officer.
The principal office where Indexiq Advisors LLC performs its advisory services is located at 51 Madison Avenue, New York, NY 10010, 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 (888) 474-7725. 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 indexiq.com.