Eqsf Advisers Inc (New York)

Name: Eqsf Advisers Inc
Address: 767 Third Ave 5 Th Flr, New York, NY, 10017 2023
Telephone: 212-888-5222

Eqsf Advisers Inc is a large advisory firm based in New York. It manages $3.88 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2001.

Eqsf Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eqsf Advisers: assets under management

The assets under management (AUM) of Eqsf Advisers Inc is $3.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.88 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.01 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eqsf Advisers Inc 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 Eqsf Advisers Inc

Barbara E Whitman has been acting as President since 1 Apr 1986. David Michael Barse joined the executive team most recently as the President, & Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin Jacob Whitman	Chairman, ceo, cio, stockholder	1 Mar 1986	Other	465763
Barbara E Whitman	Director/shareholder	1 Apr 1986	Other	2750156
Thomas I. Whitman	Stockholder	1 Apr 1986	Other	4342368
James Q Whitman	Stockholder	1 Apr 1986	Other	4347858
Michael Thomas Carney	Cfo, stockholder	1 Jan 1995	Other	1568552
Raymond Francis Ottusch	Director of compliance	1 Oct 1997	Other	2438748
David Michael Barse	President, coo, director, stockholder	1 Feb 1998	Other	2218041
Willard James Hall	General counsel, secretary	1 Sep 2000	Other	4210789
Willard James Hall	General counsel, secretary, stockholder	1 Jan 2002	Other	4210789
Raymond Francis Ottusch	Director of compliance, stockholder	1 Jan 2002	Other	2438748
David Michael Barse	President, & coo	1 May 2002	Other	2218041
Michael Thomas Carney	Cfo	1 May 2002	Other	1568552
Martin Jacob Whitman	Chairman, ceo, cio	1 May 2002	Other	465763
Willard James Hall	General counsel & secretary	1 May 2002	Other	4210789
Raymond Francis Ottusch	Director of compliance	1 May 2002	Other	2438748
Third Avenue Holdings Delaware Llc	100% owner of third avenue management llc	1 May 2002	75% - 100%	01-0690881

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Eqsf Advisers Inc	100% ownership of third avenue holdings delaware llc	1 May 2002	75% - 100%	107545

Based in New York

The principal office where Eqsf Advisers Inc performs its advisory services is located at 767 Third Ave 5 Th Flr, New York, NY 10017 2023, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-888-5222 or by fax 212-888-6704. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at thirdavenuefunds.com.