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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $455.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 215
      Accounts
    • $2.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

2

name start date
Thomas Lenox Kempner
July 1979
Peter Alexandrovich Tcherepnine
December 2013

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Loeb Holding Corporation -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Colleen Elizabeth Corwell Chief Compliance Officer January, 2016 less than 5%
      Peter Alexandrovich Tcherepnine Chief Executive Officer April, 1982 less than 5%
      Jigisha B Patel Cheif Financial Officer July, 2018 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time