Shareinvest Research Limited Partnership (Greenwich)

Shareinvest Research Limited Partnership is a large advisory firm based in Greenwich. It manages $120.87 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.

Shareinvest Research Limited Partnership provides 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.

Shareinvest Research Limited Partnership: assets under management

The assets under management (AUM) of Shareinvest Research Limited Partnership is $120.87 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $120.87 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.44 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shareinvest Research Limited Partnership 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 Shareinvest Research Limited Partnership

Shareinvest Research Limited Partnership is owned by Barry Goodman. Kenneth Paul Pearlman has been acting as President since 1 Nov 1986. John Reilly joined the executive team most recently as the Vice President & Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harvey Beker	Executive vice president	1 Apr 1982	Other	4504572
George Edwin Crapple	Executive vice president	1 Apr 1984	Other	4504584
Kenneth Paul Pearlman	President	1 Nov 1986	50% - 75%	806346
Barry Goodman	Owner	1 Jan 1994	Other	1785846
Grant Smith	Owner	1 Jan 1994	Other	2230525
Barry Alan Goodman	Limited partner	1 Jan 1994	Other	1785846
Grant Norman Smith	Limited partner	1 Jan 1994	Other	2230525
Shareinvest Inc.	General partner	1 Jan 1994	Other	06-1396017
Gregg Richard Buckbinder	Senior vice president & secretary	1 Jan 2000	Other	1899709
Mark Bruce Fitzsimmons	Owner	1 Jan 2000	Other	1613090
Steven Marc Felsenthal	General counsel, chief compliance officer & assistant secretary	1 Jan 2004	Other	4782179
John Reilly	Vice president & chief financial officer	1 Feb 2005	Other	4504596

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Paul Pearlman	Shareholder & president	1 Jan 1994	25% - 50%	806346
Harvey Beker	Shareholder	1 Jan 1994	25% - 50%	4504572
George Edwin Crapple	Shareholder & vice president	1 Jan 1994	25% - 50%	4504584

Based in Greenwich

The principal office where Shareinvest Research Limited Partnership performs its advisory services is located at 411 West Putman Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-625-7554 or by fax 203-625-8220. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.