Lowenhaupt Global Advisors, LLC is a large advisory firm based in St. Louis. It manages $1.05 billion of regulatory assets for 531 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Florida, and 4 other states.
Lowenhaupt Global Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and comprehesive planning/advisory services/business consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lowenhaupt Global Advisors, LLC is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% 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 Lowenhaupt Global Advisors, LLC for their services and products based on a percentage of assets under management and fixed 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Christopher Edward Quinn is high net worth individuals with 65 clients and $859.4 million of assets under management. Among the 12 most similar advisory firms, Lowenhaupt Global Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.05 billion for 123 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lowenhaupt Global Advisors doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 24 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives 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.
Christopher Edward Quinn has been acting as President since 1 Mar 2018. Donna Kathleen Gilding has served as the Chief Investment Officer since 1 Sep 2006 and Mark Henry Brown is the Chief Executive Officer of Lowenhaupt Global Advisors, LLC family office. Laura Kathleen Hewgley joined the executive team most recently as the Chief Operating Officer.
The principal office where Lowenhaupt Global Advisors, LLC performs its advisory services is located at 10 South Broadway, St. Louis, MO 63102, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-345-8181 or by fax 314-345-8150. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at lowenhauptglobaladvisors.com.