Global Retail Partners Inc. (New York)


Global Retail Partners Inc. is a pension cosultant based in New York. It manages $15.01 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Global Retail Partners provides market timing 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.

Global Retail Partners: assets under management

The assets under management (AUM) of Global Retail Partners Inc. is $15.01 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.75 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Retail Partners Inc. 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.

Careers at Global Retail Partners Inc.

Lawrence Michael Schloss has been acting as President since 1 Aug 1995. Eileen E Ryan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Lawrence Michael Schloss Director 1 Aug 1995 Other 1086508
Nicole I Sincek Arnaboldi Director 1 Aug 1995 Other 1427291
Steven Jonathon Dietz Partner 1 Jan 1996 Other 1525092
Pierre L Morin Partner 1 Jan 1996 Other 2708967
Linda Fayne Levinson Partner 1 Jan 1997 Other 4603669
Steven Edward Lebow Managing partner 1 Jan 2000 Other 1079230
Yves B. Sisteron Managing partner 1 Jan 2000 Other 4354962
Inc. Dlj Capital Investors Shareholder 1 Mar 2000 75% - 100% 13-3805378
Inc. Credit Suisse First Boston Private Equity Shareholder 1 Mar 2000 75% - 100% 13-3805378
Brian Joseph Mcloughlin Partner 1 Jan 2002 Other 2089184
Nicole I Sincek Arnaboldi Director 1 Mar 2003 Other 1427291
George Ronald Hornig Director 1 Mar 2003 Other 1817508
Ivy B Dodes Vice president & counsel 1 Mar 2003 Other 2306196
Edward A Poletti Vice president & controller 1 Mar 2003 Other 1532626
Kenneth John Lohsen Director 1 Mar 2003 Other 4571019
Eileen E Ryan Chief compliance officer 1 Dec 2003 Other 2014783

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Formerly Donaldson Lufkin & Jenrette Inc. Credit Suisse First Boston (Usa) Shareholder 1 Nov 2000 75% - 100% 13-1898818
Inc. Credit Suisse First Boston Shareholder 1 Nov 2000 75% - 100% foreign entity
Credit Suisse First Boston Shareholder 1 Nov 2000 50% - 75% foreign entity
Credit Suisse Group Shareholder 1 Nov 2000 75% - 100% foreign entity
Inc. Credit Suisse First Boston (Usa) Shareholder 1 Nov 2000 75% - 100% 13-1898818

Based in New York

The principal office where Global Retail Partners Inc. performs its advisory services is located at 11 Madison Avenue, 16 Th Floor, New York, NY 10010, 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 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.