Embassy Asset Management LP
Firm details
- Headquarters
- Short Hills, New Jersey
- CRD number
- 314768
- Registered since
- September 27, 2021
- Website
- www.embassycompanies.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies95.58%
- Pooled Investment Vehicles4.42%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Embassy Asset Management LP is a limited partnership operating as an institutional registered investment adviser (SEC-registered in 2021) that focuses on managing pooled vehicles and investment company mandates for institutional clients. The firm charges asset-based fees and may also collect performance-based/incentive fees, which is consistent with managing pooled investment vehicles and sponsor/GP roles. Embassy is not identified as a capital allocator and does not list active ESG investing among its priorities. Ownership is indicated to include domestic entities, foreign entities and individuals, and the firm reports roles beyond advisory work—acting as an adviser, sponsor, general partner and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Stephen Connors
Chief Financial OfficerCRD 7418153
Contacts
3 of 4
John Kidd
Managing MemberCRD 5189435
Kyle Brady-hamm
Financial AdvisorCRD 7348696

Anthony Sherlag
Registered RepresentativeCRD 7300388
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Short Hills, NJ
Essex
Location
Short Hills, NJ
Headquartered in Short Hills, NJ, 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
- Essex
- Address
- 1200 Morris Tpke
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Columbus Hill Capital Management, L.P.
RIAShort Hills, NJ
Blueprint Capital Advisors LLC
RIAShort Hills, NJ
Compass Private Wealth Group LLC
RIAShort Hills, NJ
ABE Capital Management, LLC
RIAShort Hills, NJ
Xpotential Inc.
RIAShort Hills, NJ
Dorchester Advisors LLC
RIAShort Hills, NJ