A complete list of active advisors currently associated with Second Avenue Capital

Warmer can help you find a great advisor at Second Avenue Capital or one who fits your needs even better.

Second Avenue Capital provides discretionary investment management to both institutional and individual clients and delivers regular reporting and reviews, typically on a quarterly basis. The firm charges asset-based fees and conducts periodic performance and portfolio-composition reviews as part of its client reporting. The firm follows a value-oriented, research-driven approach that seeks out-of-favor and underfollowed companies trading below what it estimates to be fair market value, and it relies on public filings, sell-side research, company contacts and proprietary computer analysis. Trading implementation can include ETFs, exchange-listed master limited partnerships, restricted securities, private placements and IPO allocations, with order “bunching” and pro-rata (or adjusted) allocations used to execute block trades. Notably, the firm operates at a very small scale with a preferred minimum account size of $500,000 and manages a limited number of accounts under a single portfolio manager, and it offers performance-based fee arrangements to qualifying high-net-worth clients that must meet minimum net-worth criteria and comply with Rule 205-3. The firm also assumes the uncommon role of acting as a qualified custodian for client assets, a capability that is rare among independent advisory firms.

To learn more about the advisors currently working at Second Avenue Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.