New Amsterdam Partners LLC (New York)

Name: New Amsterdam Partners LLC
Address: 475 Park Ave South, New York, NY, 10016 6901
Telephone: 212-689-1500

New Amsterdam Partners LLC is a large advisory firm based in New York. It manages $316.2 million of regulatory assets for 351 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

New Amsterdam Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and we provide an asset allocation model to two clients (appx. $29 million in total), who has full discretion to invest assets.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New Amsterdam Partners: assets under management

The assets under management (AUM) of New Amsterdam Partners LLC is $316.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -71% since the beginning of its operation, and $3.47 million of the total AUM is attributable to clients outside of the United States.

The firm manages $316.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $900.86 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio. Investments in government bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Amsterdam Partners LLC for their services and products based on a percentage of assets under management 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.

What kind of clients New Amsterdam Partners serves?

The firm provides services to high net worth individuals, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of New Amsterdam Partners is state or municipal government entities with 10 clients and $139.48 million of assets under management. Among the 10 most similar advisory firms, New Amsterdam Partners has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $315.05 million for 349 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

New Amsterdam Partners doesn't advise any private funds.

Careers at New Amsterdam Partners LLC

The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michelle Rachel Clayman	Member, manager	1 Jan 1986	50% - 75%	873192
Nathaniel H Paull	Member, senior portfolio manager	1 Apr 1996	25% - 50%	1884308
Candace Chapman	Member, director of marketing	1 Jun 1999	Other	1638122
Linda Kavanagh	Chief financial officer	1 Jan 2002	Other	4517684
Christopher Phillips Thomas Bowen	Member, head of operations, cco	1 Jan 2003	Other	4646383
Neal David Muroff	Chief compliance officer	1 Oct 2004	Other	1663905
David Niles Lubell	Member, head of marketing	1 Jan 2005	Other	2706052
Henry Lawrence Bertram	Director of administration	1 Dec 2005	Other	4652023
William Michael Lynch	Member, head of marketing (head of managed accounts from 01/2008 - 12/2010)	1 Jan 2008	Other	2771679
William Lee	Member, chief financial officer	1 Jan 2012	Other	6041369
Jeffrey Marshall Hahn	Member	1 Jan 2012	Other	2495874
John Frank Hingher	Member	1 Jan 2012	Other	2908321
Hung Quoc Hoang	Member	1 Jan 2012	Other	4514787
Robert Ethan Small	Head of operations	1 Nov 2017	Other	2783841

Based in New York

The principal office where New Amsterdam Partners LLC performs its advisory services is located at 475 Park Ave South, New York, NY 10016 6901, 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 212-689-1500 or by fax 212-689-3503. 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 napllc.com.