Tuckerbrook Alternative Investments, L.P. (Marblehead)

Name: Tuckerbrook Alternative Investments, L.P.
Address: 30 Doaks Lane, Marblehead, MA, 01945
Telephone: 781-476-6001

Tuckerbrook Alternative Investments, L.P. is a large advisory firm based in Marblehead. It manages $181.76 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

Tuckerbrook Alternative Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting 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.

Tuckerbrook Alternative Investments: assets under management

The assets under management (AUM) of Tuckerbrook Alternative Investments, L.P. is $181.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 536% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $181.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tuckerbrook Alternative Investments, L.P. 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 Tuckerbrook Alternative Investments, L.P.

Jay A Yoder has served as the Chief Investment Officer since 1 Aug 2004. David Patrick Hausler joined the executive team most recently as the Chief Financial Officer & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Malone	Chief operating officer	1 Aug 2004	Other	4554739
Jay A Yoder	Chief investment officer	1 Aug 2004	Other	2011591
William Carter Gould	Chief risk officer	1 Aug 2004	Other	2738594
Tuckerbrook Alternative Investments Llc	General partner	1 Aug 2004	75% - 100%	20-0173879
Brian Patrick Malone	Chief operating officer & limited partner	1 Aug 2004	Other	4554739
Jay Anthony Yoder	Chief investment officer & limited partner	1 Aug 2004	Other	2011591
John Joseph Hassett	Managing member of lp	1 Aug 2004	25% - 50%	4840733
Moses Charles Grader	Director of marketing and analysis	1 Sep 2004	Other	2531780
David Patrick Hausler	Chief financial officer & chief compliance officer	1 Jan 2007	Other	4192872

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Hassett	Member	1 Jul 2004	25% - 50%	4840733
John Joseph Hassett	Member	1 Jul 2004	25% - 50%	4840733

Based in Marblehead

The principal office where Tuckerbrook Alternative Investments, L.P. performs its advisory services is located at 30 Doaks Lane, Marblehead, MA 01945, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-476-6001 or by fax 781-639-8549. The normal business hours are 9am to 5pm est on Monday - Friday. You can find more information about the New York firm at www.tuckerbrook.com.