Academy Investment Management LLC (New York)

Name: Academy Investment Management LLC
Address: 900 Third Avenue, New York, NY, 10022
Telephone: 212-370-2880

Academy Investment Management LLC is a large advisory firm based in New York. It manages $627.44 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.

Academy Investment Management 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.

Academy Investment Management: assets under management

The assets under management (AUM) of Academy Investment Management LLC is $627.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1729% since the beginning of its operation, and $587.53 million of the total AUM is attributable to clients outside of the United States.

The firm manages $627.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $104.57 million each.

Academy Investment Management has custody of $173.61 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Academy Investment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Academy Investment Management serves?

The only and largest group of clients of Academy Investment Management is pooled investment vehicles with 6 clients and $627.44 million of assets under management. Among the 9 most similar advisory firms, Academy Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $627.44 million for 6 clients. 83% of the firm’s clients are foreign persons or businesses.

Academy Investment Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Academy Investment Management LLC

The company employs 12 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hui Hsien Ellen Wang	Managing member	1 Sep 2011	75% - 100%	6111596
Hong Fei Zhang	Member	1 Sep 2011	Other	6112234
Alexis Bernardo Campos	Chief financial officer, chief compliance officer, and chief operating officer	1 Sep 2012	Other	6114331
Varun [No Middle Name] Suri	Member	1 Apr 2016	Other	6636125
William Mande Tonkin	Member	1 Apr 2016	Other	6636127

Based in New York

The principal office where Academy Investment Management LLC performs its advisory services is located at 900 Third Avenue, New York, NY 10022, 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 212-370-2880 or by fax 212-370-2881. The normal business hours are 9:00am -5:00pm on Monday - Friday. You can find more information about the New York firm at academy-im.com and its LinkedIn profile.