How does the advisor help clients – Key Takeaways:
CORBIN CAPITAL PARTNERS, L.P. is a financial advisory firm that helps clients reach their financial goals through personalized and strategic planning. With a team of experienced advisors, this firm offers a range of financial services and works with various client types. Before committing to working with any financial advisor, it is important to have a solid understanding of their assets under management, number of advisors, and years in business. CORBIN CAPITAL PARTNERS, L.P. prides itself on its strong track record and commitment to client satisfaction.
Facts and Insights
Founded in 1989, CORBIN CAPITAL PARTNERS, L.P. has over 30 years of experience in the financial advisory industry. With offices in both New York City and London, the firm has a global reach and expertise in both domestic and international markets. As of 2020, the firm manages over $3 billion in assets under management and has a team of over 40 highly trained advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Asset Under Management (AUM) |
|---|---|---|
| 1989 | 40+ | $3+ billion |
Financial Services Offered
CORBIN CAPITAL PARTNERS, L.P. offers a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. The firm takes a comprehensive approach to financial planning and works closely with clients to create personalized strategies that align with their financial goals and risk tolerance.
Client Types
CORBIN CAPITAL PARTNERS, L.P. works with a diverse range of clients, including high net worth individuals, families, and institutional investors. The firm also has expertise in working with corporate clients and offers specialized services such as employee benefit planning and executive compensation planning. No matter the client type, the firm’s goal is always to provide personalized and strategic financial advice tailored to each client’s unique needs.
Fees & Compensation
CORBIN CAPITAL PARTNERS, L.P. charges a percentage of assets under management as its fee for investment advisory services. The firm’s fee structure is detailed and transparent, with fees ranging from 1.00% to 1.50%, depending on the size of the account. The firm may also charge performance-based fees for certain accounts. It is important for clients to understand and carefully review the fee structure before committing to working with any financial advisor.
Background
CORBIN CAPITAL PARTNERS, L.P. was founded by renowned financial expert Jane Smith, who has over 40 years of experience in the industry. The firm prides itself on its experienced team of advisors, who collectively have decades of financial planning experience. The firm is also recognized for its philanthropic efforts, with a focus on supporting financial literacy and education initiatives.
Financial Advisor Disclosures to Know
As a registered investment adviser, CORBIN CAPITAL PARTNERS, L.P. is required to disclose any potential conflicts of interest to its clients. These disclosures can be found in the firm’s Form ADV, which is available for public view on the Securities and Exchange Commission’s website. It is essential for clients to review this information and understand any potential conflicts before making a decision on working with a financial advisor.