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Malcroft Asset Management LLC (New York)


Malcroft Asset Management LLC is a large advisory firm based in New York. It manages $304.13 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, New Jersey, and New York.

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Malcroft Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Malcroft Asset Management: assets under management

The assets under management (AUM) of Malcroft Asset Management LLC is $304.13 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $75.62 million in discretionary accounts and $228.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.48 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.57 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Malcroft Asset Management LLC for their services and products based on a percentage of assets under management and fixed 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.

Based in New York

The principal office where Malcroft Asset Management LLC performs its advisory services is located at 133 East 58 Th Street, 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 212-980-3100 or by fax 212-980-8729. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.marlcroft.com.


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