Andres Capital Management, Inc (Berwyn)

Andres Capital Management, Inc is a large advisory firm based in Berwyn. It manages $79.36 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Florida and Pennsylvania.

Andres Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

Andres Capital Management: assets under management

The assets under management (AUM) of Andres Capital Management, Inc is $79.36 million. The firm's AUM has grown by 402% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.21 million in discretionary accounts and $45.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.9 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $45.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Andres Capital Management, Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Andres Capital Management, Inc

Robert Pensrot Andres has been acting as President since 1 Jun 2001. Philadelphia Partners joined the executive team most recently as the Subchapter S Corporation.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Pensrot Andres	President/ceo/chief compliance officer	1 Jun 2001	75% - 100%	5787
Andres May Christine	Vice president/office manager	1 Jun 2001	Other	4549264
Geoffrey Joseph Deasey	Principal, chief marketing officer	1 Apr 2003	Other	1395822
Jonathan Smith	Principal, cfo	1 Apr 2003	Other	2655073
Daniel Neumann Mullen	Principal,chief compliance officer	1 Apr 2003	Other	2708266
Jonathan Darrell Smith	Principal, cfo	1 Apr 2003	Other	2655073
Philadelphia Partners	Subchapter s corporation	1 Aug 2003	75% - 100%	23-3096072

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Pensrot Andres	Ceo, principal	1 Aug 2003	50% - 75%	5787

Based in Berwyn

The principal office where Andres Capital Management, Inc performs its advisory services is located at 11 Twin Creek Lane, Berwyn, PA 19312, 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 610-353-3111 or by fax 610-353-4117. The normal business hours are 9:00am to 5:00pm on Monday - Friday.