ACE & COMPANY NEW YORK, INC.

RIASEC RegisteredEst. 2019
Total AUM
$65.8M
Discretionary
$64.5M
98% of AUM
Avg account
$16.5M
Accounts
4
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
304442
Registered since
November 27, 2019
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

ACE & Company New York, Inc. is a corporation that serves institutional clients as an adviser and sponsor of pooled investment vehicles. The firm registered with the SEC in 2019 and identifies as a private equity fund manager that charges fixed fees. Its advisory activity centers on portfolio management for pooled investment vehicles, and it also operates in sponsor/GP and managing-member capacities for those vehicles. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not present itself as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Adam Said

    Founding PartnerCRD 6938449

  • JOHN JOSEPH

    Head of Legal & ComplianceCRD 7137613

  • LEE LOWICKI

    Investment PrincipalCRD 7476103

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth