Drobny Capital, L.P. is a large advisory firm based in Santa Monica. It manages $404 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.
Drobny Capital provides portfolio management for pooled investment vehicles 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 Drobny Capital, L.P. is $404 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Drobny Capital, L.P. for their services and products based on a percentage of assets under management, fixed fees, 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.
The company employs 13 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 3 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.
Lawrence Delacy Loughlin has served as the Chief Investment Officer since 1 Jan 2014. John Anthony Bonaccolta joined the executive team most recently as the Head Of Manager Research.
The principal office where Drobny Capital, L.P. performs its advisory services is located at 225 Santa Monica Blvd., Santa Monica, CA 90401, which is also the mailing address of the firm. An additional office of the firm is in Morrisville, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (310)458-2003 or by fax (310)388-1452. The normal business hours are 8:00 am-5:00 pm on Monday - Friday. You can find more information about the New York firm at drobnycapital.com.