Ssb Private Management LLC (New York)

Ssb Private Management LLC is a large advisory firm based in New York. It manages $782.76 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

Ssb Private Management 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.

Ssb Private Management: assets under management

The assets under management (AUM) of Ssb Private Management LLC is $782.76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $782.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ssb Private Management 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.

Careers at Ssb Private Management LLC

Edward James Orazem has been acting as President since 1 Apr 1999. Robert Anthony Case joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ssb Citi Fund Management Llc	Shareholder	1 Jun 1998	75% - 100%	106323
Jay Phillip Mandelbaum	Executive vice president	1 Jun 1998	Other	2478764
James Deluise	Chief financial officer and chief administrative officer	1 Jun 1998	Other	4376226
Edward James Orazem	President	1 Apr 1999	Other	2601590
Leonard P Larrabee	Chief legal officer	1 May 1999	Other	3057278
Silvina Di Giueseppi	Vice president - compliance	1 Aug 2000	Other	4376238
Robert Anthony Case	Executive vice president	1 Nov 2000	Other	1367765
Carolyn Jo Cole	Senior vice president	1 Nov 2000	Other	1367100

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Salomon Smith Barney Holdings Inc.	Shareholder	1 Jun 1998	75% - 100%	22-1660266
Citigroup Inc.	Shareholder	1 Jun 1998	75% - 100%	52-1568099

Based in New York

The principal office where Ssb Private Management LLC performs its advisory services is located at 388 Greenwich Street, New York, NY 10013, 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 212-816-1088 or by fax 212-816-0720. The normal business hours are 9:00am-5:00pm on Monday - Friday.