Behrman Brothers Management Corp. is a large advisory firm based in New York. It manages $1.39 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Behrman Brothers Management Corp 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.
The assets under management (AUM) of Behrman Brothers Management Corp. is $1.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Behrman Brothers Management Corp. 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.
The only and largest group of clients of Peter Carlton Matthes is pooled investment vehicles with 3 clients and $1.39 billion of assets under management. Among the 8 most similar advisory firms, Behrman Brothers Management Corp has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.39 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Behrman Brothers Management Corp also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 12 people that are either part- or full-time employees. 83 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.
Peter Carlton Matthes has been acting as President since 1 Oct 2003. Gary Kevin Dieber joined the executive team most recently as the Chief Compliance Officer.
The principal office where Behrman Brothers Management Corp. performs its advisory services is located at 126 E 56 Th Street, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212 980-6500 or by fax 212 980-7024. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at behrmancap.com.