FENIMORE ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- COBLESKILL, New York
- CRD number
- 110946
- Registered since
- December 22, 1974
- Website
- fenimoreasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies54.77%
- HNWI29.32%
- Charitable Organizations5.24%
- Pension & Profit Sharing Plans4.8%
- Corporations / Businesses2.27%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fenimore Asset Management, Inc. is a corporate investment adviser that serves both individuals/families and institutional clients. Registered with the SEC since the 1970s, the firm charges fees as a percentage of assets under management and provides a broad set of advisory services: financial planning, portfolio management across individual, pooled and institutional accounts, pension consulting, and investor education and publications. Its activities include acting as a sponsor/manager of pooled investment vehicles and serving in GP and broker-dealer roles. Fenimore does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3ANNE PUTNAM
Chief Executive OfficerCRD 4486527
JOHN FOX
Chief Executive OfficerCRD 2399323
Michael Balboa
Chief Financial OfficerCRD 6635684
Contacts
3 of 20Matthew Laverty
ControllerCRD 6930492
WILLIAM WISE
Vice PresidentCRD 5815173
CHRISTOPHER LA PORTA
Senior DirectorCRD 3128292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$9.2M in ETFs
98%
$9M
0%
$212K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $2.9M | 6,581 | 31.13% |
Location
COBLESKILL, NY
SCHOHARIE
Location
COBLESKILL, NY
Headquartered in COBLESKILL, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- SCHOHARIE
- Address
- 384 N Grand St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
TAILWIND CAPITAL
RIANew York, NY
MOTIVE CAPITAL MANAGEMENT, LLC
RIANew York, NY
BLACKSTONE ALTERNATIVE INVESTMENT ADVISORS LLC
RIANew York, NY
CORNELL CAPITAL
RIANew York, NY
PALESTRA CAPITAL MANAGEMENT LLC
RIANew York, NY
VESTAL POINT CAPITAL, LP
RIANew York, NY