Lepercq, De Neuflize & Co. Incorporated (New York)


Lepercq, De Neuflize & Co. Incorporated is a large advisory firm based in New York. It manages $180.77 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2002.

Lepercq, De Neuflize & Co. Incorporated provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Lepercq, De Neuflize & Co. Incorporated: assets under management

The assets under management (AUM) of Lepercq, De Neuflize & Co. Incorporated is $180.77 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $178.34 million in discretionary accounts and $2.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.4 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.43 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lepercq, De Neuflize & Co. Incorporated 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.

Careers at Lepercq, De Neuflize & Co. Incorporated

Tsering Ngudu has been acting as President since 1 Jan 1999. Peter Gerard Hartnedy joined the executive team most recently as the Secretary, Treasurer, Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Francois Letaconnoux Managing director, president, director 1 Sep 1988 Other 858590
Inc. Lepercq Stockholder 1 Sep 1989 75% - 100% 13-3540080
Peter Gerard Hartnedy Secretary, treasurer, director 1 Jan 1999 Other 1316382
Tsering Ngudu Director 1 Jan 1999 Other 1454706

Based in New York

The principal office where Lepercq, De Neuflize & Co. Incorporated performs its advisory services is located at 1675 Broadway, 16 Th Floor, New York, NY 10019, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-698-0700 or by fax 212-262-0155. 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 lepercq.com.

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