Corby Asset Management LLC (Boston)

Name: Corby Asset Management LLC
Address: 10 High St., Boston, MA, 02110
Telephone: 617-482-8780

Corby Asset Management LLC is a large advisory firm based in Boston. It manages $200 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.

Corby Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Corby Asset Management: assets under management

The assets under management (AUM) of Corby Asset Management LLC is $200 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 684% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $800 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Corby Asset Management 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 Corby Asset Management LLC

Robert Wiss Corby has been acting as President since 1 Jan 1990. Jennifer Ruth Collier joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Wiss Corby	Director	1 Jun 1977	Other	54059
Michael John Reilly	Chief executive officer	1 Jan 1990	75% - 100%	373490
Robert Wiss Corby	Director	1 Jan 1990	Other	54059
David Foster Pendergast	Chief compliance officer, director	1 Jan 2006	Other	1935180
Jennifer Ruth Collier	Portfolio manager	1 Jan 2007	Other	4914254

Based in Boston

The principal office where Corby Asset Management LLC performs its advisory services is located at 10 High St., Boston, MA 02110, 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 617-482-8780 or by fax 617-482-1411. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.corbycapital.com.