Fundamental Advisors LP
Legal Name: FUNDAMENTAL ADVISORS LP
Full Contact Details
Fundamental Advisors LP
745 FIFTH AVE, 25TH FLOOR, NEW YORK, NY
212-205-5000
212-205-5050
Other Info
Fundamental Advisors LP, a DE Limited Partnership, currently consists of 24 employees, with 13 being in advisory roles. As for the number of clients served, that information is currently unknown. Their SEC status is approved with a registration date of March 30, 2012.
Fundamental
Our Businesses Fundamental Partners Fundamental Renewables Our Team Responsibility Contact Client Access A Leader in Alternative Municipal & Public Purpose Investments Who We Are Founded in 2007, Fundamental is a leading alternative asset management firm dedicated to municipal and public purpose inv…
Direct Owners
-
BRUCE EVAN KAYLE
SENIOR ADVISOR owns less than 5%
-
FP I MANAGER HOLDINGS LLC
LIMITED PARTNER owns more than 10% but less than 25%
-
FUNDAMENTAL ADVISORS GROUP LLC
GENERAL PARTNER owns less than 5%
-
FUNDAMENTAL ADVISORS HOLDINGS LP
LIMITED PARTNER owns 75% or more
-
JON D. STERN
MANAGING DIRECTOR owns less than 5%
-
JUSTIN MICHAEL VINCI
CHIEF FINANCIAL OFFICER owns less than 5%
-
LAURENCE L. GOTTLIEB
CHAIRMAN AND CEO owns less than 5%
-
ROBERT KEITH JACOBSEN
MANAGING DIRECTOR owns less than 5%
-
ROBYN ARLENE HUFFMAN
CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL owns less than 5%
Indirect Owners
-
FUNDAMENTAL ADVISORS GROUP LLC
GENERAL PARTNER
-
LAURENCE L. GOTTLIEB
MANAGING MEMBER owns 75% or more
-
LAURENCE L. GOTTLIEB
LIMITED PARTNER owns 75% or more
Prime Brokers
-
PERSHING LLC
United States