Wall Street Management Corporation (New York)

Wall Street Management Corporation is an investment adviser to an investment company based in New York. It manages $6.15 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Wall Street Management Corporation 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.

Wall Street Management Corporation: assets under management

The assets under management (AUM) of Wall Street Management Corporation is $6.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.15 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wall Street Management Corporation 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.

What kind of clients Michael Richard Linburn serves?

The only and largest group of clients of Michael Richard Linburn is investment companies with 1 clients and $6.15 million of assets under management. Among the 3 most similar advisory firms, Wall Street Management Corporation has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $6.15 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Wall Street Management Corporation doesn't advise any private funds.

Careers at Wall Street Management Corporation

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael Richard Linburn has been acting as President since 1 Oct 2013. Ian Andrew Mclaughlin joined the executive team most recently as the Cco & Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Morse Williams & Co.	Shareholder	1 Mar 1981	75% - 100%	13-3062142
Robert Parker Morse	President	1 May 1984	75% - 100%	13-2508293
Inc Morse Williams Holding Co.	Parent to shareholder	1 Dec 1986	Other	06-1198072
Michael Richard Linburn	Vice president	1 May 1992	Other	13-2508293
Michael Richard Linburn	Secretary-treasurer	1 Sep 2001	Other	309719
Jian H Wang	Vice president	1 Sep 2001	Other	2632119
Williams Holding Co. Inc. Morse	Shareholder	1 Oct 2013	75% - 100%	06-1198072
Michael Richard Linburn	Chief compliance officer/president	1 Oct 2013	Other	309719
Robert Parker Morse	President & senior portfolio manager	1 Oct 2013	Other	1307653
Ian Andrew Mclaughlin	Cco & executive vice president	1 Mar 2017	Other	4863096

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Sarah Cummings Morse	Shareholder	1 Dec 1986	25% - 50%	6262004
Sarah Spencer Morse	Shareholder	1 Mar 1989	25% - 50%	6262006
Robert Bradley Morse	Shareholder	1 Mar 1989	25% - 50%	4819277
Parker Morgan Morse	Shareholder	1 Mar 1989	25% - 50%	5398107
Sarah Morse Cooney	Shareholder	1 Mar 1989	25% - 50%	6262006

Based in New York

The principal office where Wall Street Management Corporation performs its advisory services is located at 805 Third Avenue, Suite 1120, New York, NY 10022, 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 646-568-4083 or by fax 646-219 2674. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.