THIRD AVENUE MANAGEMENT LLC

RIASEC RegisteredEst. 1986
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$95.7M
Accounts
17
Employees
19
Advisory reps
8

Firm details

Headquarters
New York, New York
CRD number
107545
Registered since
August 29, 1986
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Investment Companies96.38%
  • Pooled Investment Vehicles1.78%
  • Individuals1.75%
  • Charitable Organizations0.08%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Third Avenue Management LLC is an SEC-registered investment adviser organized as an LLC and operating since 1986. The firm manages assets for both individual/family clients and institutional investors and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, investment companies, pooled vehicles, and institutional clients. Third Avenue is registered as a commodity pool operator/commodity trading advisor (CPO/CTA) and maintains industry affiliations that include broker-dealer activity, acting as another investment adviser, and serving as sponsor, general partner or managing member of pooled investment vehicles. The firm identifies as an active ESG investor in its strategy mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 84%, Cash & Cash Equivalents 16%84%
  • Exchange Traded Equities84%
  • Cash & Cash Equivalents16%

Owners & executives

2 of 2
  • MARTHA FOX

    Chief Compliance OfficerCRD 1647590

  • MICHAEL BUONO

    Chief Financial OfficerCRD 2348674

Contacts

3 of 6
  • RYAN DOBRATZ

    Portfolio ManagerCRD 5227861

  • JASON WOLF

    Portfolio ManagerCRD 4798021

  • WILLARD HALL

    General CounselCRD 4210789

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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
6 Grand Central At 666 3 Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth