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AdvisorCensus / Financial advisors / New York / New York, NY / UBS Securities LLC

Financial advisors in New York, NY using UBS Securities LLC

11 SEC-registered investment advisory firms headquartered in the New York, NY metro area name UBS Securities LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in New York, NY ยท How this list is built

FirmCityRegistrationAssets band
Alternative Investment Management, LLCNew YorkSEC-registered investment adviser$1 billion to $5 billion
Atalanta Sosnoff Management, LLCNew YorkSEC-registered investment adviser$1 billion to $5 billion
Capra Credit Management, LLCNew YorkSEC-registered investment adviser$25 million to $100 million
Capra Ibex Credit Opportunities, LLCNew YorkSEC-registered investment adviser$25 million to $100 million
Cullen Capital Management, LLCNew YorkSEC-registered investment adviserOver $5 billion
Glazer Capital, LLC.New YorkSEC-registered investment adviserOver $5 billion
Hamlin Capital Management, LLCNew YorkSEC-registered investment adviserOver $5 billion
Landscape Capital Management LLCEnglewoodSEC-registered investment adviser$1 billion to $5 billion
NEO Ivy Capital Management, LLCNew YorkSEC-registered investment adviser$1 billion to $5 billion
Tabor Asset Management, LPNew YorkSEC-registered investment adviser$500 million to $1 billion
Tetragon Partners L.P.New YorkSEC-registered investment adviserOver $5 billion

Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. UBS Securities LLC nationwide

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AdvisorCensus. Financial advisors in New York, NY using UBS Securities LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/ubs-securities
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