Investment adviser · CRD 152601

LOEB KING CAPITAL MANAGEMENT (D/B/A)

Investment adviser filing (IA)

CARL M. LOEB ADVISORY PARTNERS L.P.

NEW YORK, NY, United States · Form ADV filed Jun 17, 2014

Regulatory AUM
$119M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
27
Reported in this filing
Advisory professionals
12
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 17, 2014. View historical filings

Reported services

Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

125 BROAD STREET, 14TH FLOOR
NEW YORK, NY, 10004, United States

CRD 152601

Filing source

Form ADV 830266 · Jun 17, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.