Malbec Partners, Inc. is a large advisory firm based in New York. It manages $48.37 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2009.
Malbec Partners 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.
The assets under management (AUM) of Malbec Partners, Inc. is $48.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% 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 Malbec Partners, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michel Stavros Anastassiades has been acting as President since 1 Feb 2009. Thomas Kanianthra Philips joined the executive team most recently as the Chief Compliance Officer.
The principal office where Malbec Partners, Inc. performs its advisory services is located at 200 Park Avenue, New York, NY 10166, 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 212-271-4000 or by fax 212-271-4010. The normal business hours are 8:15 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.malbecpartners.com.