David J. Greene And Company, LLC (New York)

David J. Greene And Company, LLC is a large advisory firm based in New York. It manages $2.6 billion of regulatory assets for 1,020 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 14 other states.

David J. Greene And Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, and 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.

David J. Greene And Company: assets under management

The assets under management (AUM) of David J. Greene And Company, LLC is $2.6 billion. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.59 billion in discretionary accounts and $7.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.56 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $961.09 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David J. Greene And Company, LLC for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at David J. Greene And Company, LLC

James Francis Mcaree joined the executive team most recently as the Member.

Direct owners and executive officers

Based in New York

The principal office where David J. Greene And Company, LLC performs its advisory services is located at 599 Lexington 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 212-371-4200 or by fax 212-371-5099. The normal business hours are 8:45 - 4:45 on Monday - Friday. You can find more information about the New York firm at www.djgreene.com.

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