Investment adviser · CRD 10929
LOEB PARTNERS CORPORATION
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Dec 20, 2018
- Regulatory AUM
- $455M Form ADV · Item 5.F
- Client accounts
- 215 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 48 | $352,642,904 | 77.5% |
| Corporations & businesses | 14 | $58,822,460 | 12.9% |
| Individuals | 94 | $28,048,804 | 6.2% |
| Retirement plans | Fewer than 5 | $15,358,651 | 3.4% |
| Other clients | Fewer than 5 | $120,402 | 0.0% |
| Charities | Fewer than 5 | $69,369 | 0.0% |
Filing source
Form ADV 1243759 · Dec 20, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Dec 20, 2018. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
100 WALL STREET, 19TH FLOORNEW YORK, NY, 10005, United States
CRD 10929
Filing source
Form ADV 1243759 · Dec 20, 2018 · 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.