Stylus Capital LLC is an adviser based in Istanbul. It manages $26 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2016.
Stylus Capital provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stylus Capital LLC is $26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 174% since the beginning of its operation, and $20 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Stylus Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Stylus Capital is high net worth individuals with 40 clients and $26 million of assets under management. Among the 4 most similar advisory firms, Stylus Capital has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $26 million for 40 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 93% of the firm’s clients are foreign persons or businesses.
Stylus Capital doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Stylus Capital LLC performs its advisory services is located at Yesilcimen Sok. Topuz Apt. No:4, Istanbul, 34364, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +90 536 433 84 66 or by fax N/A. The normal business hours are office visits by appointment only on Other. You can find more information about the New York firm at styluscapital.com.