Wca Management Corporation (New York)

Name: Wca Management Corporation
Address: 320 Park Ave., New York, NY, 10022
Telephone: 212-893-9500

Wca Management Corporation is a related adviser based in New York. It manages $6.25 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Wca Management Corporation 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.

Wca Management Corporation: assets under management

The assets under management (AUM) of Wca Management Corporation is $6.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $6.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.08 million each.

Wca Management Corporation has custody of $120.86 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Wca Management Corporation for their services and products based on 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 Wca Management Corporation

Patrick Joseph Welsh has been acting as President since 1 Jun 2011. James Victor Gaven joined the executive team most recently as the Senior Counsel & Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Joseph Welsh	President	1 Jun 2011	75% - 100%	2504555
Russell Lloyd Carson	Senior vice president	1 Jun 2011	Other	2504557
Bruce Kermit Anderson	Senior vice president	1 Jun 2011	Other	2504560
Jonathan M (Mi Only) Rather	Chief compliance officer	1 Jun 2011	Other	5880849
James Victor Gaven	Senior counsel & chief compliance officer	1 Dec 2014	Other	4220443

Based in New York

The principal office where Wca Management Corporation performs its advisory services is located at 320 Park Ave., 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 212-893-9500 or by fax 212-893-9575. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at welshcarson.com.