Managed Account Advisors is an investment advisor in Jersey City with $576.26 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-67569
FINRA CRD number
142558
AUM ?
$576.26 bn
(as of 23 May 23)
Accounts
1,736,317
(as of 23 May 23)
Employees
64
(24 investment advisory or research)
Address
Managed Account Advisors
101 HUDSON STREET, 9TH FLOOR
JERSEY CITY
NJ 07302
101 HUDSON STREET, 9TH FLOOR
JERSEY CITY
NJ 07302
Office hours
Monday - Friday, 9AM TO 5PM
Phone
201-557-4069
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bank of America Corporation | Sole Shareholder | 10/1998 | > 75% |
Ball, Matthew, Scott | Vice President and Chief Operating Officer | 02/2009 | < 5% |
Capelli, John, Joseph | President and Director | 03/2011 | < 5% |
Bailey, Deborah, Lynn | Director | 01/2014 | < 5% |
Lyman, Julie, Brackett | Chief Legal Officer | 01/2014 | < 5% |
NB Holdings Corporation | Sole Shareholder | 10/2007 | > 75% |
Bac North America Holding Company | Sole Shareholder | 01/2015 | > 75% |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sole Member | 09/2019 | > 75% |
Torres, Carlos, Alberto | Chief Compliance Officer | 03/2021 | < 5% |
Ryan, Timothy, PETER | Chief Financial Officer | 04/2022 | < 5% |
Shepard, Kenneth, J | Director | 11/2022 | < 5% |
Granshaw, Mark, A | Director | 11/2022 | < 5% |
Ghee, Antony, E | Director | 11/2022 | < 5% |
Fahmy, Nancy, MONIR | Director | 03/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
14 Feb 24
SC 13G/A
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9 Feb 24
SC 13G/A
EverQuote, Inc.
9 Feb 24
SC 13G
DENNY'S Corp
9 Feb 24
SC 13G
BLUE OWL CAPITAL INC.
9 Feb 24
13F-NT
Notice of holdings reported by another manager
14 Nov 23
13F-NT
Notice of holdings reported by another manager
14 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
SC 13G
EverQuote, Inc.
7 Feb 23