RIA Intel›Advisers›New York›ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC

ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC

Advisory

Y·NEW YORK, NY

Data as of Jan 29, 2019 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+1.4%

3-Year CAGR

—

Employees

8

Assets Under Management

Total AUM$2.7B

Discretionary AUM$160M

Non-Discretionary AUM$2.5B

Discretionary %5.9%

Total Clients—

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingApr 12, 2016

Latest FilingJan 29, 2019

🔒 Full AUM trend chart and 5 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALVAREZ & MARSAL ASSET MANAGEMENT SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.