Tuckerbrook Alternative Investments, L.P. (Marblehead)

Tuckerbrook Alternative Investments, L.P. is a large advisory firm based in Marblehead. It manages $181.76 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

Tuckerbrook Alternative Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Tuckerbrook Alternative Investments: assets under management

The assets under management (AUM) of Tuckerbrook Alternative Investments, L.P. is $181.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 536% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $181.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tuckerbrook Alternative Investments, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Tuckerbrook Alternative Investments, L.P.

Jay A Yoder has served as the Chief Investment Officer since 1 Aug 2004. David Patrick Hausler joined the executive team most recently as the Chief Financial Officer & Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Marblehead

The principal office where Tuckerbrook Alternative Investments, L.P. performs its advisory services is located at 30 Doaks Lane, Marblehead, MA 01945, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-476-6001 or by fax 781-639-8549. The normal business hours are 9am to 5pm est on Monday - Friday. You can find more information about the New York firm at www.tuckerbrook.com.

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