Lyxor Asset Management Inc. is a large advisory firm based in New York. It manages $41.31 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.
Lyxor Asset Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Lyxor Asset Management Inc. is $41.31 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1643% since the beginning of its operation, and $41.31 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lyxor Asset Management Inc. 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 only and largest group of clients of Francois Oliver Barthelemy is pooled investment vehicles with 18 clients and $41.31 billion of assets under management. Among the 8 most similar advisory firms, Lyxor Asset Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $41.31 billion for 18 clients. 95% of the firm’s clients are foreign persons or businesses.
Lyxor Asset Management also advises several private funds. Namely, nineteen hedge funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $150,000,000.
The company employs 36 people that are either part- or full-time employees. 17 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.
Francois Oliver Barthelemy has been acting as President since 1 Mar 2010. Jason Hubschman joined the executive team most recently as the Chief Operating Officer.
The principal office where Lyxor Asset Management Inc. performs its advisory services is located at 1251 Avenue Of The Americas, New York, NY 10020, 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 212-205-4100 or by fax 212-205-4151. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at lyxor-us.com.