Credit Suisse Boston Advisory Partners LLC (New York)

Credit Suisse Boston Advisory Partners LLC is a large advisory firm based in New York. It manages $426.73 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001.

Credit Suisse Boston Advisory Partners provides market timing 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.

Credit Suisse Boston Advisory Partners: assets under management

The assets under management (AUM) of Credit Suisse Boston Advisory Partners LLC is $426.73 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $426.73 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Credit Suisse Boston Advisory Partners LLC 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 Credit Suisse Boston Advisory Partners LLC

John Michael Hennessy has been acting as President since 1 May 1997. Eileen E Ryan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse First Boston	Member	1 May 1997	75% - 100%	foreign entity
John Michael Hennessy	Chairman	1 May 1997	Other	814814
David Ames Denunzio	Chief executive officer	1 May 1997	Other	1905388
Frederick Middleton Smith	Managing director	1 May 1997	Other	427584
Hartley Raymond Rogers	Managing director	1 Nov 1997	Other	1515783
Michael Schmertzler	Managing director	1 Nov 1997	Other	1412470
Richard K Winckles	Managing director	1 Oct 1999	Other	4366290
George Ronald Hornig	Chief financial and administrative officer	1 Nov 1999	Other	1817508
Lawrence Michael Schloss	Chief executive officer	1 Oct 2001	Other	1086508
Thompson Dean	Managing director	1 Oct 2001	Other	1502366
Ivy B Dodes	General counsel	1 Oct 2001	Other	2306196
Lindsay Hollister	Managing director	1 Oct 2001	Other	4492360
Kenneth John Lohsen	Controller	1 Mar 2003	Other	4571019
Eileen E Ryan	Chief compliance officer	1 Dec 2003	Other	2014783

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse First Boston (Swiss Bank)	100% shareholder	1 May 1997	75% - 100%	foreign entity
Credit Suisse Group	100% shareholder	1 May 1997	75% - 100%	foreign entity

Based in New York

The principal office where Credit Suisse Boston Advisory Partners LLC performs its advisory services is located at Eleven Madison Avenue, New York, NY 10010, 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 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.