Barr Brothers Advisors Inc (New York)

Name: Barr Brothers Advisors Inc
Address: 39 Broadway 24 Th Floor, New York, NY, 10006
Telephone: 212-269-4500

Barr Brothers Advisors Inc is a large advisory firm based in New York. It manages $116.89 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

Barr Brothers Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barr Brothers Advisors: assets under management

The assets under management (AUM) of Barr Brothers Advisors Inc is $116.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $116.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.7 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Barr Brothers Advisors Inc for their services and products based on a percentage of assets under management 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.

Careers at Barr Brothers Advisors Inc

Joseph Aloysius Mangin has been acting as President since 1 Sep 1988. Ronald Nicholas Gelardi joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Kevin Bird	Vice president/salesman	1 Sep 1988	Other	1183817
Joseph Aloysius Mangin	President/salesman/director	1 Sep 1988	Other	500025
Peter Brett Mangin	Vice president/salesman	1 Sep 1988	Other	1477661
Ronald Nicholas Gelardi	Secretary	1 Jan 1996	Other	736963
William Edward Kayhart	Salesman	1 Jan 1996	Other	500024
Thomas Kiley Murphy	Salesman	1 Jan 1996	Other	817823
Michael Joseph Read	Treasurer	1 Jan 1996	Other	1077446
Robert Zmuidins	Salesman	1 Jan 1996	Other	1278451

Based in New York

The principal office where Barr Brothers Advisors Inc performs its advisory services is located at 39 Broadway 24 Th Floor, New York, NY 10006, 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 212-269-4500 or by fax 212-269-7637. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at barrbros.com.