Asclepius Investment Strategies, LLC (New York)

Asclepius Investment Strategies, LLC is an adviser based in New York. It manages $1.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.

Asclepius Investment Strategies 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.

Asclepius Investment Strategies: assets under management

The assets under management (AUM) of Asclepius Investment Strategies, LLC is $1.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Asclepius Investment Strategies, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Asclepius Investment Strategies serves?

The only and largest group of clients of Asclepius Investment Strategies is pooled investment vehicles with 1 clients and $1.5 million of assets under management. Among the 3 most similar advisory firms, Asclepius Investment Strategies has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.5 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Asclepius Investment Strategies doesn't advise any private funds.

Careers at Asclepius Investment Strategies, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There are 2 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael J Levas	Ceo and cco	1 Apr 2016	75% - 100%	2096890

Based in New York

The principal office where Asclepius Investment Strategies, LLC performs its advisory services is located at 641 Lexington Avenue, New York, NY 10022 4503, 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 212-634-6440 or by fax 212-634-6480. The normal business hours are 8 am - 5 pm on Monday - Friday.