Meeschaert Financial Services, LLC is a mid-sized advisory firm based in New York. It manages $35.4 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Meeschaert Financial Services provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Meeschaert Financial Services, LLC is $35.4 million. The firm's AUM has gone down by -42% since the beginning of its operation, and $35.4 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Meeschaert Financial Services, LLC for their services and products based on a percentage of assets under management and 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.
The only and largest group of clients of Gregori Alexandre Volokhine is pooled investment vehicles with 1 clients and $30 million of assets under management. Among the 1 most similar advisory firms, Meeschaert Financial Services has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $30 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Meeschaert Financial Services doesn't advise any private funds.
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 isn’t anyone 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.
Gregori Alexandre Volokhine has been acting as President since 1 Dec 2010. Meeschaert Corporation joined the executive team most recently as the Member.
The principal office where Meeschaert Financial Services, LLC performs its advisory services is located at 444 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 212-823-0805 or by fax 646-386-2810. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.