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Credit Suisse Investment Advisory Partners LLC (New York)


Credit Suisse Investment Advisory Partners LLC is a large advisory firm based in New York. It manages $107.15 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006.

Credit Suisse Investment Advisory Partners provides market timing 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.

Credit Suisse Investment Advisory Partners: assets under management

The assets under management (AUM) of Credit Suisse Investment Advisory Partners LLC is $107.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $107.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Credit Suisse Investment Advisory Partners 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.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Credit Suisse Group Shareholder 1 May 1997 75% - 100% foreign entity
Inc. Credit Suisse (Usa) Shareholder 1 Nov 2000 75% - 100% 13-1898818
Inc. Credit Suisse Holdings (Usa) Shareholder 1 Nov 2000 75% - 100% 13-2853402
Credit Suisse Shareholder 1 Nov 2000 50% - 75% foreign
Credit Suisse Group Ag Shareholder 1 Nov 2000 75% - 100% foreign
Credit Suisse Ag Shareholder 1 Nov 2000 50% - 75% foreign

Based in New York

The principal office where Credit Suisse Investment Advisory Partners LLC performs its advisory services is located at Eleven Madison Avenue, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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