ACE & COMPANY NEW YORK, INC.
CRD 304442 · SEC 801-117713
Large incorporated asset manager or corporate group — typically not a local adviser team.
712 FIFTH AVE, 27TH FLOOR, NEW YORK, NY, 10019, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$65.8M
Discretionary AUM
$64.5M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $65.8M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD