Addison Clark Management, L.L.C. is a large advisory firm based in Stamford. It manages $130.33 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Connecticut and South Carolina.
Addison Clark Management, L.L.C 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.
The assets under management (AUM) of Addison Clark Management, L.L.C. is $130.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Addison Clark Management, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. 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.
Charles Thomas Rini joined the executive team most recently as the Managing Member.
The principal office where Addison Clark Management, L.L.C. performs its advisory services is located at 263 Tresser Boulevard, Stamford, CT 06901, which is also the mailing address of the firm. An additional office of the firm is in Charleston, SC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-975-3400 or by fax 203-975-3439. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday.