Lingold Associates LLC (New York)

Lingold Associates LLC is a large advisory firm based in New York. It manages $335.16 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Massachusetts, New Jersey, New York, and Oregon.

Lingold Associates provides portfolio management for individuals and small businesses, pension consulting services, and 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.

Lingold Associates: assets under management

The assets under management (AUM) of Lingold Associates LLC is $335.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $335.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.79 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lingold Associates LLC for their services and products based on a percentage of assets under management. 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 Lingold Associates LLC

William M. Kelly has been acting as President since 1 Nov 2003. Estate Of William T. Golden joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William T. Golden	Member	1 Nov 2003	25% - 50%	4800820
Joshua L. Steiner	Member	1 Nov 2003	25% - 50%	2625794
Ralph E. Hansmann	Member	1 Nov 2003	Other	4800826
William M. Kelly	President	1 Nov 2003	Other	4800833
Geoffrey Dann	Vice president	1 Nov 2003	Other	1756273
Michael F. Moran	Treasurer,secretary, chief compliance officer	1 Nov 2003	Other	4800835
Robert E. Hansmann	Assistant treasurer	1 Nov 2003	Other	4800840
William Theodore Golden	Member	1 Nov 2003	25% - 50%	4800820
Joshua Linder Steiner	Member	1 Nov 2003	25% - 50%	2625794
Ralph Emil Hansmann	Member	1 Nov 2003	Other	4800826
William Michael Kelly	President	1 Nov 2003	Other	4800833
Geoffrey Winston Dann	Vice president	1 Nov 2003	Other	1756273
Michael Francis Moran	Treasurer,secretary, chief compliance officer	1 Nov 2003	Other	4800835
Robert Edward Hansmann	Assistant treasurer	1 Nov 2003	Other	4800840
Estate Of William T. Golden	Member	1 Oct 2007	25% - 50%	13-7576099

Based in New York

The principal office where Lingold Associates LLC performs its advisory services is located at 500 Fifth Avenue, 50 Th Floor, New York, NY 10110 5099, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.