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Credit Suisse First Boston Corporation (New York)


Credit Suisse First Boston Corporation is a large advisory firm based in New York. It manages $10.69 billion of regulatory assets for 7,818 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 46 other states.

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Credit Suisse First Boston Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting 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.

Credit Suisse First Boston Corporation: assets under management

The assets under management (AUM) of Credit Suisse First Boston Corporation is $10.69 billion. The firm's AUM has grown by 63546% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.22 billion in discretionary accounts and $2.47 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.63 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Credit Suisse First Boston Corporation for their services and products based on a percentage of assets under management, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Credit Suisse Group Stockholder 1 Jan 1997 75% - 100%
Credit Suisse Group Shareholder 1 Feb 1998 25% - 50%
Credit Suisse First Boston Shareholder 1 Feb 1998 50% - 75%
Inc. Credit Suisse First Boston Stockholder 1 Oct 2000 75% - 100% 13-2853402

Based in New York

The principal office where Credit Suisse First Boston Corporation performs its advisory services is located at 11 Madison Avenue, New York, NY 10010 The mailing address of the firm is 1 Madison Avenue, New York, NY 10010. An additional office of the firm is in Washington, DC. 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)325-8224. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at csfb.com/private_client_services/.


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