Blade Capital Advisors, Inc. (Toledo)
Blade Capital Advisors, Inc. is a large advisory firm based in Toledo. It manages $16.79 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.
Blade Capital Advisors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Blade Capital Advisors: assets under management
The assets under management (AUM) of Blade Capital Advisors, Inc. is $16.79 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Blade Capital Advisors, Inc. 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.
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Toledo
The principal office where Blade Capital Advisors, Inc. performs its advisory services is located at One Seagate, Toledo, OH 43666, 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 419-247-1940 or by fax 419-247-1914. The normal business hours are 8:00a.m. to 5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.harborfund.com.
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