S
$48.6M Total AUM
$48.6M Disc. AUM
4.3% 3Y CAGR
2 Employees
25 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-1992
- Office Locations
- 1
Office Locations
200 West 16th Street, Office 1B NEW York NY
About Swarthmore Asset Management LTD
Swarthmore Asset Management LTD is a NEW York-based RIA. The firm has been operating for 34 years. Managing $48.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$48.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
34.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
34yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SAMUEL LEVIN
Chief Compliance Officer, Financial Analyst, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,586,739 | $1,156,827 |
| Non-Discretionary | $0 | -- |
| Total | $48,586,739 | $1,156,827 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Other:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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