Sign in Sign up for free

Bernard L. Madoff Investment Securities LLC (New York)


Bernard L. Madoff Investment Securities LLC is a large advisory firm based in New York. It manages $17.09 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New York.

Logo

Bernard L. Madoff Investment Securities provides portfolio management for individuals and small businesses 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.

Bernard L. Madoff Investment Securities: assets under management

The assets under management (AUM) of Bernard L. Madoff Investment Securities LLC is $17.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17.09 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $743.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bernard L. Madoff Investment Securities LLC for their services and products based on commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Bernard L. Madoff Investment Securities LLC performs its advisory services is located at 885 Third Avenue, New York, NY 10022, 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 212-230-2424 or by fax 212-486-8178. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.madoff.com.


Registered investment advisers similar to Bernard L. Madoff Investment Securities LLC