Haber Trilix Advisors, LP (Boston)

Name: Haber Trilix Advisors, LP
Address: 29 Commonwealth Ave, Boston, MA, 02116
Telephone: 617-849-5250

Haber Trilix Advisors, LP is a large advisory firm based in Boston. It manages $1.56 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Massachusetts.

Haber Trilix Advisors provides sub-advisory. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Haber Trilix Advisors: assets under management

The assets under management (AUM) of Haber Trilix Advisors, LP is $1.56 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.56 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $155.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Haber Trilix Advisors, LP 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 Haber Trilix Advisors, LP

Jeffrey Kirkland Kerrigan has served as the Chief Investment Officer since 1 Jun 2013. Peter Walter Kronberg joined the executive team most recently as the Chief Compliance Officer, General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Dixon	Limited partner, chief compliance officer	1 Aug 2010	Other	4398972
Robert J Haber	Limited partner	1 Aug 2010	75% - 100%	5042295
Llc Haber Trilix Advisors	General partner	1 Aug 2010	Other	80-0637106
Peter J Millington	President, director of research	1 Oct 2011	Other	5996382
Michael Elvin	Managing director, vice president, limited partner	1 Jul 2012	Other	4428477
Jeffrey Kirkland Kerrigan	Chief investment officer	1 Jun 2013	Other	2492389
Peter Walter Kronberg	Chief compliance officer, general counsel	1 Jun 2013	Other	5983501

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Peter J Millington	Managing member	1 Jan 2012	Other	5996382

Based in Boston

The principal office where Haber Trilix Advisors, LP performs its advisory services is located at 29 Commonwealth Ave, Boston, MA 02116, 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 617-849-5250 or by fax 617-5361489. The normal business hours are 9:00am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at haberadvisers.ca.