Krug, Stephen (New York)

Name: Krug, Stephen
Address: 237 Park Avenue, 9 Th Floor, New York, NY, 10017
Telephone: 646-563-7600

Krug, Stephen is a large advisory firm based in New York. It manages $186.4 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012.

Krug, Stephen 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.

Krug, Stephen: assets under management

The assets under management (AUM) of Krug, Stephen is $186.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $186.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krug, Stephen for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Krug, Stephen

Zachary James Maxfield has been acting as President since 1 Jan 2007. Bradley Jordan Cymbol joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas K Brown	Ceo	1 Jan 2000	75% - 100%	1243437
Stephen Douglas Krug	Cco	1 Jan 2000	Other	2376684
Matthew Miller Stichnoth	Director	1 Jun 2001	Other	1136270
Zachary James Maxfield	Director	1 Jan 2007	Other	4238960
Bradley Jordan Cymbol	Cfo	1 Jun 2008	Other	2619762

Based in New York

The principal office where Krug, Stephen performs its advisory services is located at 237 Park Avenue, 9 Th Floor, 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 646-563-7600 or by fax 212-808-3545. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www.secondcurve.com.