Top financial advisors in Englewood Cliffs, NJ
We’ve curated a list of the best financial advisors in Englewood Cliffs, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$15,730,256,000
Number of advisors
70 advisors
| $15,730,256,000 | 70 advisors | |
| 2 |
Assets under management
$1,050,066,725
Number of advisors
6 advisors
| $1,050,066,725 | 6 advisors | |
| 3 |
Assets under management
$436,387,780
Number of advisors
6 advisors
| $436,387,780 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Englewood Cliffs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Englewood Cliffs. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Onex Credit Partners, LLC
Onex Credit Partners, LLC is a financial advisory firm based in Englewood Cliffs, New Jersey. It currently has approximately $15,730,256,000 of assets under management and employs about 70 people. Onex Credit Partners, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$15,730,256,000 under management
70 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesAshe Capital Management, Lp
Àshe Capital Management, LP is a financial advisor firm established in 2013, primarily owned and controlled by William C. Crowley, Stephen M. Blass, and William R. Harker. The firm provides discretionary investment advice to Àshe Capital Partners, LP, focusing on generating high, risk-adjusted returns through investments in various securities and instruments. As of December 31, 2024, Àshe managed approximately $1.501 billion in regulatory assets. The firm charges an asset-based management fee of up to 1.5% per annum and an incentive allocation of up to 15% based on performance. Clients must generally commit a minimum of $5 million, but the firm may accept lower amounts at its discretion. Àshe's investment strategy involves investing in extraordinary companies based on extensive research and understanding of businesses, industries, and management teams. The firm primarily invests in U.S. and Canadian publicly-traded equity securities and may also invest in debt, preferred equity, and other instruments. Àshe does not rely on leverage and does not engage significantly in short selling, swaps, derivatives, or hedging. Clients have investment discretion, and the firm is a fiduciary acting in clients' best interests. The firm's Code of Ethics emphasizes acting in clients' best interests and avoiding conflicts of interest. Àshe has custody of client assets and provides regular reports and statements to investors. The firm also handles proxy voting for client securities and has a policy to maximize shareholder value. No disciplinary events involving the firm or its personnel have been reported.
$1,050,066,725 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesNorth Fourth Asset Management, Lp
North Fourth Asset Management, LP is a registered investment adviser established in June 2017, with its principal place of business in New York, New York. The firm specializes in providing investment advisory services to private pooled vehicles and managed accounts, focusing on a relative value, fundamental equity long-short strategy in the consumer discretionary and consumer staples sectors. The firm exercises full investment discretion for its clients, managing approximately $436 million in regulatory assets under management as of December 31, 2022, on a discretionary basis. North Fourth charges a management fee of 1.5% per annum based on the net asset value of the Fund's account and may receive performance allocations. The firm does not participate in wrap fee programs and may use soft dollars to pay for research and services. The Adviser has a Code of Ethics to address conflicts of interest and has policies for trade allocations and error corrections. North Fourth does not receive economic benefits for providing advisory services and may engage placement agents for referrals. The firm exercises discretion in voting client securities and does not anticipate voting proxies unless necessary. North Fourth does not have financial conditions impairing its ability to meet contractual commitments and has not been subject to bankruptcy petitions in the past ten years.
$436,387,780 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Englewood Cliffs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Englewood Cliffs. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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