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Condata Group Inc (New York)


Condata Group Inc is an internet adviser based in New York. It manages $3.73 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.




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

Condata Group: assets under management

The assets under management (AUM) of Condata Group Inc is $3.73 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.12 million in discretionary accounts and $1.61 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.9 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $69.8 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Condata Group Inc for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Condata Group Inc performs its advisory services is located at 2 Tudor City Place, New York, NY 10017, 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 212-687-1412 or by fax 212-687-1037. The normal business hours are 8:00 am - 7:00 pm on Monday - Friday.


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