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Building 2ESTABROOK CAPITAL MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-605-5500
NotebookSEC #801-62452
Total AUM
$933.3M
Employees
10
Clients
767

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 THIRD AVENUE
SUITE 502
NEW YORK
NY 10022
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
212-605-5500
Other Offices
1

ReceiptFinancials

Total AUM
$933.3M
Accounts
767
Discretionary
$933.3M
Accounts
767
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
548
AUM
$154.1M
HNW Individual Clients
149
AUM
$600.2M
Pension/Profit Sharing Plan Clients
18
AUM
$12.2M
Charitable Organization Clients
34
AUM
$69.1M
Government Entity Clients
1
AUM
$13.3M
Corporation or Business Clients
17
AUM
$84.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDES NONDISCRETIONARY SERVICES, INCLUDING INVESTMENT PORTFOLIO MODELS TO OTHER SPONSORS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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