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St. James Investment Advisors, LLC

● SEC registered since 2016CRD 283880SEC# 801-107821Port Jefferson, NY
Export (members)
Reg. AUM
$46.5M
Employees
7
Accounts
137
Location
Port Jefferson, NY

St. James Investment Advisors, LLC assets under management

St. James Investment Advisors, LLC is an SEC-registered investment adviser based in Port Jefferson, NY. The firm has been registered since 2016. It reports $46.5 million in regulatory assets under management and employs 7 people.

St. James Investment Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Christopher Mark ControlManaging Member & Portfolio ManagerOver 75%2016
Jennifer Ann Abbonizio ControlChief Compliance OfficerUnder 5%2018
John Andrew Spicciatie ControlExecutive DirectorUnder 5%2019

Frequently asked questions

How much does St. James Investment Advisors, LLC manage?

St. James Investment Advisors, LLC reports $46.5 million in regulatory assets under management on its Form ADV.

How many employees does St. James Investment Advisors, LLC have?

St. James Investment Advisors, LLC reports 7 employees.

Where is St. James Investment Advisors, LLC located?

St. James Investment Advisors, LLC is based in Port Jefferson, NY and has been SEC-registered since 2016.

Does St. James Investment Advisors, LLC disclose fund performance?

St. James Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address414 Main Street, Suite 205, Port Jefferson, NY 11777
Phone(631) 979-6520
Fax(631) 382-8283
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$45.7M
Non-discretionary$794K
Total (RAUM)$46.5M