Shayne & Co LLC is a large advisory firm based in Nashville. It manages $257.74 million of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Tennessee.
Shayne & provides portfolio management for individuals and small businesses 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 Shayne & Co LLC is $257.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 393% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Shayne & Co LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Shayne & is high net worth individuals with 84 clients and $211.42 million of assets under management. Among the 10 most similar advisory firms, Shayne & has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $226.81 million for 101 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Shayne & doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Shayne & Co LLC performs its advisory services is located at 4015 Hillsboro Pike, Nashville, TN 37215 2776, 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 615/250-1600 or by fax 615/250-1605. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at shayneandcompany.com.