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OLSTEIN CAPITAL MANAGEMENT, L.P.
OLSTEIN CAPITAL MANAGEMENT, L.P.
PURCHASE, New York
·
4 registered advisors
·
CRD# 38474
SEC# 801-49252
0
914-269-6100
01
Firm Overview
AUM
$728M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Other: A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at OLSTEIN CAPITAL MANAGEMENT, L.P.
4 registered advisors
Eric Robert Heyman
PURCHASE, New York
CRD# 2727464
Erik Kendall Olstein
PURCHASE, New York
CRD# 2427854
Marc Harold Stoltz
PURCHASE, New York
CRD# 1008943
Robert Alan Olstein
PURCHASE, New York
CRD# 352642
05
Office Locations
PURCHASE, New York
4 advisors
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Data sourced from SEC Form ADV filings. OLSTEIN CAPITAL MANAGEMENT, L.P. (CRD# 38474) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.