Americap Advisers LLC (New York)

Americap Advisers LLC is a large advisory firm based in New York. It manages $63.41 million 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 New York.

Americap Advisers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and 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.

Americap Advisers: assets under management

The assets under management (AUM) of Americap Advisers LLC is $63.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Americap Advisers LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Americap Advisers LLC

Stephen William Shobin has been acting as President since 1 Sep 2000. Carlos Mercado joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nadia Albert Gayed	Executive chairman & cio	1 Dec 1999	50% - 75%	4376525
Ehab S Gayed	Vice-chairman & cio	1 Dec 1999	25% - 50%	2053893
Ehab Shaker Gayed	Vice chairman & cio, managing member	1 Dec 1999	Other	2053893
Stephen William Shobin	President	1 Sep 2000	Other	2664250
Carlos Mercado	Senior vice president	1 Jan 2003	Other	4650175
Stephen William Shobin	Vice chairman & chief strategist	1 Sep 2004	Other	2664250
Carlos Mercado	President	1 Sep 2004	Other	4650175
Carlos Esteban Mercado	President, portfolio manager	1 Sep 2004	Other	4650175

Based in New York

The principal office where Americap Advisers LLC performs its advisory services is located at 228 East 45 Th Street, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.