Cyrus J. Lawrence LLC (New York)

Name: Cyrus J. Lawrence LLC
Address: 400 Madison Avenue, New York, NY, 10017
Telephone: 1-877-466-1783

Cyrus J. Lawrence LLC is a large advisory firm based in New York. It manages $385.61 million of regulatory assets for 329 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Colorado, Connecticut, and 12 other states.

Cyrus J. Lawrence provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cyrus J. Lawrence: assets under management

The assets under management (AUM) of Cyrus J. Lawrence LLC is $385.61 million. The firm's AUM has grown by 22% since the beginning of its operation, and $2.19 million of the total AUM is attributable to clients outside of the United States.

The firm manages $377.12 million in discretionary accounts and $8.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.17 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.21 million.

Investments

The firm invests in non-exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio. Investments in investment grade corporate bonds form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cyrus J. Lawrence LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Edward Moltz serves?

The firm provides services to charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of James Edward Moltz is high net worth individuals with 314 clients and $363.3 million of assets under management. Among the 7 most similar advisory firms, Cyrus J. Lawrence has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $385.61 million for 329 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Cyrus J. Lawrence doesn't advise any private funds.

Careers at Cyrus J. Lawrence LLC

The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people 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.

James Edward Moltz has been acting as President since 1 Nov 2014. Thomas Robert Brzostowski joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edward Moltz	Chairman	1 Nov 2014	Other	337917
Bernhard Nmn Koepp	Ceo/managing member/cco	1 Nov 2014	75% - 100%	2392950
Bernhard Koepp	Ceo/managing member/cco	1 Nov 2014	75% - 100%	2392950
David J Gallacher	Senior managing director	1 Jan 2015	Other	6102112
Edward Terrence Gardner	Senior managing director	1 Mar 2015	Other	2412241
Thomas Robert Brzostowski	Chief compliance officer	1 Jan 2016	Other	6463133

Based in New York

The principal office where Cyrus J. Lawrence LLC performs its advisory services is located at 400 Madison Avenue, New York, NY 10017, 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 1-877-466-1783 or by fax 212-888-2351. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at cjlawrence.com/.