Emc Managers Consulting, Ltd. (New York)


Emc Managers Consulting, Ltd. is a large advisory firm based in New York. It manages $400 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida and New York.

Emc Managers Consulting provides portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Emc Managers Consulting: assets under management

The assets under management (AUM) of Emc Managers Consulting, Ltd. is $400 million. The company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Emc Managers Consulting, Ltd. for their services and products based on 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.

Careers at Emc Managers Consulting, Ltd.

Jesus Quintero Yamin has been acting as President since 1 May 2010. Alfredo Enrique Bozo Cohen joined the executive team most recently as the Managing Director Of Sales.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Monica Piera Calabrese Chief compliance officer-secretary and vice president of sales 1 Nov 2007 Other 4750126
Mce Investment Holdings Inc. Holding entity 1 Nov 2007 75% - 100% 1242672
Luis Rivases Chief compliance officer 1 Nov 2007 Other 5571301
Jose Eugenio Gonzales Treasurer 1 May 2010 25% - 50% 2588395
Jesus Quintero Yamin President 1 May 2010 25% - 50% 5809640
Gabriel Osio Zamora Director of strategic mgt and development 1 Jul 2012 25% - 50% 5539861
Alfredo Enrique Bozo Cohen Managing director of sales 1 Jun 2016 Other 2595858

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Gabriel Osio Zamora Shareholder 1 Nov 2007 25% - 50% 5539861
Ernesto Rangel Aguilera Shareholder 1 Nov 2007 25% - 50% 5539864
Juan Carlos Carvallo Shareholder 1 Nov 2007 25% - 50% 5539866

Based in New York

The principal office where Emc Managers Consulting, Ltd. performs its advisory services is located at 1460 Broadway, Suite 14022, New York, NY 10036, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 2122582480. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at emcmanagers.com.