Paskewitz Asset Management, LLC (San Juan)

Name: Paskewitz Asset Management, LLC
Address: District View Plaza S301,644 Fernandez Juncos Ave, San Juan, PR, 00907 3122
Telephone: 732-393-1600

Paskewitz Asset Management, LLC is an investment adviser to an investment company based in San Juan. It manages $178 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Puerto Rico.

Paskewitz Asset Management 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.

Paskewitz Asset Management: assets under management

The assets under management (AUM) of Paskewitz Asset Management, LLC is $178 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $178 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.85 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Paskewitz Asset 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 Paskewitz Asset Management, LLC

Bradford Homer Paskewitz has been acting as President since 1 May 2003. Diana King joined the executive team most recently as the Cfo, Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bradford Homer Paskewitz	President/ceo, managing member	1 May 2003	75% - 100%	1928193
Bradford Paskewitz	President/ceo	1 May 2003	75% - 100%	1928193
Diana King	Cfo, cco	1 Jan 2008	Other	6307436

Based in San Juan

The principal office where Paskewitz Asset Management, LLC performs its advisory services is located at District View Plaza S301,644 Fernandez Juncos Ave, San Juan, PR 00907 3122, 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 732-393-1600 or by fax 787-919-7319. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at pamhf.com.