York Capital Management Global Advisors, LLC is a large advisory firm based in New York. It manages $20.46 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, and New York.
York Capital Management Global Advisors provides portfolio management for pooled investment vehicles. 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 York Capital Management Global Advisors, LLC is $20.46 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 156% since the beginning of its operation, and $8.4 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay York Capital Management Global Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Jeffrey Andrew Weber is pooled investment vehicles with 35 clients and $20.46 billion of assets under management. Among the 6 most similar advisory firms, York Capital Management Global Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $20.46 billion for 35 clients. 49% of the firm’s clients are foreign persons or businesses.
York Capital Management Global Advisors also advises several private funds. Namely, thirty three hedge funds, nine other private funds, and seven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.
The company employs 199 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 11 people 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.
Jeffrey Andrew Weber has been acting as President since 1 Jan 2005. Daniel Alexander Schwartz has served as the Chief Investment Officer since 1 Mar 1993 and James Gerard Dinan is the Chief Executive Officer of York Capital Management Global Advisors, LLC family office. Richard Paul Swanson joined the executive team most recently as the Chief Legal Officer.
The principal office where York Capital Management Global Advisors, LLC performs its advisory services is located at 767 Fifth Avenue, 17 Th Floor, New York, NY 10153, which is also the mailing address of the firm. An additional office of the firm is in Miami Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-300-1300 or by fax 212-300-1301. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at yorkcapital.com.