Schwartz & Hofflich Capital Management, L.P. (Southport)
Schwartz & Hofflich Capital Management, L.P. is a large advisory firm based in Southport. It manages $26.72 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and New York.
Schwartz & Hofflich Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Schwartz & Hofflich Capital Management: assets under management
The assets under management (AUM) of Schwartz & Hofflich Capital Management, L.P. is $26.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Schwartz & Hofflich Capital Management, L.P. 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.
Indirect Owners
The SEC currently registers 10 indirect owners.Based in Southport
The principal office where Schwartz & Hofflich Capital Management, L.P. performs its advisory services is located at 200 Pequot Avenue, Southport, CT 06890, 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 203-292-3316 or by fax 203-254-7193. The normal business hours are 9:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.shcpa.com.
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