United States Trust Company Of New York is a large advisory firm based in New York. It manages $4.92 billion of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2001.
United States Trust Company Of New York provides portfolio management for investment companies. 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 United States Trust Company Of New York is $4.92 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% 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 United States Trust Company Of New York 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.
Frances Aldrich Sevillasacasa has been acting as President since 1 Dec 2005. Stefanie Aimee Firtell joined the executive team most recently as the Chief Compliance Officer.
The principal office where United States Trust Company Of New York performs its advisory services is located at 114 West 47 Th Street, New York, NY 10036 1532, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-852-1000 or by fax 212-852-1310. 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 www.ustrust.com.