Belray Asset Management, LLC (Greenwich)

Name: Belray Asset Management, LLC
Address: 125 Greenwich Ave, Greenwich, CT, 06830
Telephone: 203-629-3300

Belray Asset Management, LLC is a large advisory firm based in Greenwich. It manages $82.04 million of regulatory assets for 776 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.

Belray Asset Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Belray Asset Management: assets under management

The assets under management (AUM) of Belray Asset Management, LLC is $82.04 million. The firm's AUM has grown by 1856% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.58 million in discretionary accounts and $8.47 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.72 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.19 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Belray Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Belray Asset Management, LLC

Philip Murray Skidmore has been acting as President since 1 Mar 2007. Ronald Alfred Young joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory H Skidmore	Chief compliance officer	1 Feb 2007	50% - 75%	4709360
Llc Belray Asset Management Holding	Member	1 Feb 2007	50% - 75%	56-2644612
Gregory Hasbrouck Skidmore	Title: president and status: also acts as chief compliance officer	1 Feb 2007	50% - 75%	4709360
Philip Murray Skidmore	Chairman	1 Mar 2007	Other	425746

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Alfred Young	Member	1 Mar 2007	25% - 50%	4299029
Brandon Eric Lacoff	Member	1 Mar 2007	75% - 100%	2504628

Based in Greenwich

The principal office where Belray Asset Management, LLC performs its advisory services is located at 125 Greenwich Ave, Greenwich, CT 06830, 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 203-629-3300 or by fax 203-629-3375. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.belrayam.com.