MACRO ADVISORS, INC.
Adviser information for MACRO ADVISORS, INC. last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,369 | $200.9M |
| Non-Discretionary | 56 | $7.6M |
| Total | 1,425 | $208.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 523 | $129.5M |
| HNW Individuals | 31 | $71.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $6.9M |
| Charitable organizations | <5 | $350,392 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $358,075 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Insurance broker or agent |
Principal Office
526 GREENBRIAR ROADYORK
PA
United States
Monday - Friday, 9AM - 4PM
Tel: 717-764-4566, Fax: 717-767-5663
Websites
Chief Compliance Officer
JAY M. DESAI
PRESIDENT
526 GREENBRIAR ROAD
YORK
PA
United States
Tel:
717-764-4566
Fax:
717-767-5663
J*****@***********M
(Full email address available in API data)
Regulatory Contact
DIPAL PATEL
OFFICE MANAGER
526 GREENBRIAR RD
YORK
PA
United States
Tel:
717-764-4566
Fax:
717-767-5663
D*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DESAI, JAY, MATILAL | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 02/2003 | 25-50% |
| DESAI, MAHIR | Individual | – | SHAREHOLDER | 01/2023 | 10-25% |
| DESAI, MIKESH | Individual | – | SHAREHOLDER | 01/2023 | 10-25% |
| PATEL, DIPAL, HAMIR | Individual | – | SHAREHOLDER | 01/2023 | 10-25% |
| DESAI, DARSHANA, JAY | Individual | – | SECRETARY | 02/2003 | < 5% |