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Church Tavern Advisors, LLC (Harrison)


Church Tavern Advisors, LLC is a large advisory firm based in Harrison. It manages $8.73 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

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Church Tavern 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.

Church Tavern Advisors: assets under management

The assets under management (AUM) of Church Tavern Advisors, LLC is $8.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 271% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $8.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $970.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Church Tavern 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.

Based in Harrison

The principal office where Church Tavern Advisors, LLC performs its advisory services is located at 500 Mamaroneck Ave, Harrison, NY 10528, 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 914-381-8200 or by fax 914-381-8201. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at churchtavern.com.


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