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Punk Ziegel Asset Management LLC (New York)


Punk Ziegel Asset Management LLC is an internet adviser based in New York. It manages $10.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Punk Ziegel Asset Management 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.

Punk Ziegel Asset Management: assets under management

The assets under management (AUM) of Punk Ziegel Asset Management LLC is $10.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Punk Ziegel Asset Management 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Pzk General partner of parent 1 Jul 1990 25% - 50% 13-3571436
William Joseph Punk Sole stock holder of pzk, inc. 1 Jul 1990 75% - 100% 368819
L.P. Sunrise Partners Limited partner of parent 1 Sep 1992 50% - 75% 13-3678847

Based in New York

The principal office where Punk Ziegel Asset Management LLC performs its advisory services is located at 520 Madison Avenue, New York, NY 10022, 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 212-308-9494 or by fax 212-308-1466. The normal business hours are 8:00a.m. - 6:00p.m. on Monday - Friday.


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