Csfb Global Opportunities Partners, LLC (New York)

Csfb Global Opportunities Partners, LLC is a large advisory firm based in New York. It manages $755.82 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Csfb Global Opportunities Partners 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.

Csfb Global Opportunities Partners: assets under management

The assets under management (AUM) of Csfb Global Opportunities Partners, LLC is $755.82 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $755.82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $377.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Csfb Global Opportunities Partners, LLC for their services and products based on a percentage of assets under management and performance-based 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 Csfb Global Opportunities Partners, LLC

Mark Richard Patterson has been acting as President since 1 May 2001. David Jeffrey Matlin joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Credit Suisse First Boston	Parent	1 Dec 2000	75% - 100%	13-1898818
Mark Richard Patterson	Chairman	1 May 2001	Other	1155279
David Jeffrey Matlin	Ceo	1 May 2001	Other	1849103

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse Group	Shareholder	1 Jan 1997	75% - 100%	foreign entity
Credit Suisse Group	Shareholder	1 Feb 1998	25% - 50%	foreign entity
Credit Suisse First Boston	Shareholder	1 Feb 1998	50% - 75%	foreign entity
Inc. Credit Suisse First Boston	Shareholder	1 Oct 2000	75% - 100%	13-2853402

Based in New York

The principal office where Csfb Global Opportunities Partners, LLC performs its advisory services is located at 11 Madison Avenue, New York, NY 10010, 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 212-325-2000 or by fax 212-325-8256. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.