Witherspoon Asset Management LLC (Princeton)

Name: Witherspoon Asset Management LLC
Address: 15 Chambers Street, Princeton, NJ, 08542
Telephone: 609-252-1200

Witherspoon Asset Management LLC is an investment adviser to an investment company based in Princeton. It manages $19.47 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Witherspoon Asset Management provides portfolio management for investment companies and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Witherspoon Asset Management: assets under management

The assets under management (AUM) of Witherspoon Asset Management LLC is $19.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Witherspoon Asset Management LLC 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.

Careers at Witherspoon Asset Management LLC

Paul Richard Morin has served as the Chief Investment Officer since 1 Aug 2012. Levitt Living Trust joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel Tyler Vernon	Member	1 Aug 2012	Other	4226863
Thomas Patrick Kuntz	Member, chief operating officer, and chief compliance officer	1 Aug 2012	Other	1908948
Lee William Gladden	Managing member and chief executive officer	1 Aug 2012	50% - 75%	1821821
Paul Richard Morin	Chief investment officer	1 Aug 2012	Other	6126326
Levitt Living Trust	Member	1 May 2015	Other	xxx-xx-xxxx
Harry Levitt	Member	1 May 2015	Other	1834408
Ellen Hirsch Levitt	Member	1 May 2015	Other	6512729

Based in Princeton

The principal office where Witherspoon Asset Management LLC performs its advisory services is located at 15 Chambers Street, Princeton, NJ 08542, 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 609-252-1200 or by fax 810-454-2547. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at witherspoonam.com.