Phasecapital LP (New York)
Phasecapital LP is a large advisory firm based in New York. It manages $162.86 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.
Phasecapital provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Phasecapital: assets under management
The assets under management (AUM) of Phasecapital LP is $162.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1497% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Phasecapital LP 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.
What kind of clients Phasecapital serves?
The only and largest group of clients of Phasecapital is investment companies with 1 clients and $162.86 million of assets under management. Among the 10 most similar advisory firms, Phasecapital has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $162.86 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Phasecapital doesn't advise any private funds.
Careers at Phasecapital LP
The company employs 14 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives 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.
Zhu Ning has served as the Chief Investment Officer since 1 Nov 2016 and Michael Depalma is the Chief Executive Officer of Phasecapital LP family office. Robert Joseph Dubner joined the executive team most recently as the Chief Technology Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 9 indirect owners.Based in New York
The principal office where Phasecapital LP performs its advisory services is located at 122 Hudson Street, New York, NY 10013, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-490-3307. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at phasecapital.com and its LinkedIn profile.
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