Lehman Brothers Future Asset Management Corp/Ny (New York)

Lehman Brothers Future Asset Management Corp/Ny is a large advisory firm based in New York. It manages $155.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Lehman Brothers Future Asset Management Corp/Ny provides 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.

Lehman Brothers Future Asset Management Corp/Ny: assets under management

The assets under management (AUM) of Lehman Brothers Future Asset Management Corp/Ny is $155.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $155.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.78 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lehman Brothers Future Asset Management Corp/Ny for their services and products based on a percentage of assets under management and performance-based 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.

Careers at Lehman Brothers Future Asset Management Corp/Ny

Charles Paul Nastro has been acting as President since 1 Apr 2001. Eric David Weinstein joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lehman Brothers Global Asset Management Inc/Ny	Sole shareholder of applicant	1 Apr 1993	75% - 100%	109009
Lehman Brothers Asset Management Inc.	Sole shareholder of applicant	1 Apr 1993	75% - 100%	109009
Charles Stephen Hopper	Director and president	1 Oct 1998	Other	830269
Stephen T Perrino	Vice president	1 Dec 1998	Other	4356467
Joshua M Sack	Chief financial officer	1 Feb 2001	Other	4358976
Ronald Howard Filler	Director and vice president	1 Apr 2001	Other	851053
Charles Paul Nastro	Director	1 Apr 2001	Other	345107
Charles Paul Nastro	President and director	1 Oct 2002	Other	345107
Douglas Merritt Ireland	Director	1 Oct 2002	Other	1266204
Kleber Rodriguez	Cfo and treasurer	1 Oct 2002	Other	4606801
Joshua M Sack	Cfo	1 Feb 2003	Other	4358976
Joshua M Sack	President,treasurer and director	1 Apr 2003	Other	4358976
Kleber Rodriguez	Chief financial officer	1 Apr 2003	Other	4606801
Joshua Michael Sack	President,treasurer and director	1 Apr 2003	Other	4358976
Eric David Weinstein	Director	1 Mar 2004	Other	1250617
Omar Aguilar	Director	1 Mar 2004	Other	4782958

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Lehman Brothers Holdings Inc	Sole shareholder	1 Jul 1992	75% - 100%	13-3216325

Based in New York

The principal office where Lehman Brothers Future Asset Management Corp/Ny performs its advisory services is located at 399 Park Avenue, New York, NY 10022 The mailing address of the firm is 399 Park Avenue, New York, NY 10022. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-526-0624 or by fax 212-526-0867. The normal business hours are 9:00 a.m. 5:00 p.m on Monday - Friday.