The Managers Funds LLC is a large advisory firm based in Norwalk. It manages $8.64 billion of regulatory assets for 828 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Connecticut.
The Managers Funds provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and pension consulting services. 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 The Managers Funds LLC is $8.64 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 127% 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 The Managers Funds 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.
Peter Michael Lebovitz has been acting as President since 1 Apr 1999. John Henry Jr Streur joined the executive team most recently as the Managing Partner/Executive Board Member (Ia).
The principal office where The Managers Funds LLC performs its advisory services is located at 800 Connecticut Ave, Norwalk, CT 06854, which is also the mailing address of the firm. An additional office of the firm is in Conshohocken, PA. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 203-299-3500 or by fax 203-299-3580. The normal business hours are 8:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.managersfunds.com.