Top financial advisors in Mamaroneck, NY
We’ve curated a list of the best financial advisors in Mamaroneck, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$391,174,370
Number of advisors
9 advisors
| $391,174,370 | 9 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 Mamaroneck, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mamaroneck. 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.
Topspin Management Company Lbo LLC
Topspin Management Company, established in 2007, is the management company for private investment funds specializing in small to middle-market buyouts and growth equity investments. The firm operates as an umbrella registration with three entities under common control. The Funds invest primarily in equity of companies generating $3-15 million EBITDA, focusing on consumer-facing businesses. Topspin provides tailored investment advice to each Fund based on its investment objectives. The firm charges management fees based on total capital commitments to the Fund and receives performance-based compensation in the form of carried interest. Topspin may waive or reduce fees for strategic investors or employees. The firm may engage in cross trades between Funds and participate in co-investment opportunities. Topspin has a Code of Ethics to manage conflicts of interest and complies with regulatory requirements. The firm exercises investment discretion over the Funds' assets and votes client securities in their best interest. Topspin does not engage third parties for client referrals and maintains custody of Fund assets. The firm reviews Fund portfolios regularly and has policies for proxy voting. Financial information shows approximately $492 million in regulatory assets under management as of December 31, 2024. Topspin has not been subject to material legal or disciplinary events or bankruptcy petitions.
$391,174,370 under management
9 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 Mamaroneck, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mamaroneck. 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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