Bassini Playfair Wright Advisors Inc. (New York)


Bassini Playfair Wright Advisors Inc. is a large advisory firm based in New York. It manages $265.92 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005.

Bassini Playfair Wright Advisors provides 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.

Bassini Playfair Wright Advisors: assets under management

The assets under management (AUM) of Bassini Playfair Wright Advisors Inc. is $265.92 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $265.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bassini Playfair Wright Advisors Inc. 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.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Eb Sub S Corp Managing member 1 Dec 1995 25% - 50% 72-1521139
Pp Sub S Corp Managing member 1 Dec 1995 25% - 50% 75-3019804
Emilio Bassini Shareholder 1 Dec 1995 75% - 100% 2673738
Piers Nigel Playfair Shareholder 1 Dec 1995 75% - 100% 1408277
Santa Coloma Inv & Arbitrage Ltd Managing member 1 Jan 2002 25% - 50% 98-0387818
Santa Coloma Inv. & Arbitrage C.V. Shareholder 1 Jan 2002 75% - 100% 00-0000000
Stichting Santa Coloma Inv. & Arbitrage General partner 1 Nov 2002 25% - 50% 00-0000000

Based in New York

The principal office where Bassini Playfair Wright Advisors Inc. performs its advisory services is located at 150 East 52 Nd 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 212-218-3900 or by fax 212-218-3939. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.bpwllc.com.