T Bird Acquisition Company LLC is a large advisory firm based in Norwalk. It manages $4.58 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Connecticut, and 22 other states.
T Bird Acquisition Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. 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 T Bird Acquisition Company LLC is $4.58 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay T Bird Acquisition Company LLC for their services and products based on a percentage of assets under management, fixed fees, 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.
The principal office where T Bird Acquisition Company LLC performs its advisory services is located at 200 Connecticut Avenue, Norwalk, CT 06854, 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 203-854-7000 or by fax 203-854-7001. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday.