Tocqueville Asset Management | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Other
Keywords & Focus Areas
Tocqueville Asset Management
Overview
Tocqueville Asset Management L.P. is an independent investment advisory firm based in New York City, with an additional office in Vero Beach, Florida. Founded in 1985 and fully independent since 1989, the firm is majority-owned by Tocqueville Management Corp. and has a significant minority stake held by a dynasty trust established by CEO and Chief Investment Officer Robert W. Kleinschmidt.
The firm specializes in investment management and advisory services for a diverse range of clients, including high-net-worth individuals, mutual funds, hedge funds, pension plans, and corporations. Tocqueville emphasizes long-term growth and capital preservation, focusing on excellent client service and avoiding speculation. The firm operates on a fee-based model, earning compensation through asset-based fees, performance-based fees, and commissions. Typically, a minimum investment of $5 million is requested, with a minimum account size of $250,000 that may be waived in certain cases.
Basic Information
| Industry | investment management |
|---|---|
| Founded | 1985 |
| Revenue | 9.4M |
| Headquarters | 40 W 57th St, New York, NY 10019-4001, United States |
| Languages | English |
| Parent Organization | Tocqueville Management Corp. |
Contact Details
- Phone: +1 212-903-0300
- Website: tocqueville.com
- LinkedIn: linkedin.com/company/tocqueville-asset-management
Key Focus Areas & Initiatives
- Asset management
- Capital preservation
- Value investing
- Fundamental research
- Employee owned
- Contrarian investment philosophy
- Private wealth management
- Family office services
- Private equity
- Value stocks
- Intergenerational wealth
- Client service
- Legacy planning
- Investment strategy
- Philanthropy advisory
- Wealth management for families
- Long-term returns
- Wealth preservation
- Long-term growth
- Family legacy
- Long-term investing
- Contrarian investing
- Investment advisory services
- Risk management
- Investment philosophy
- Family-focused counseling
- Estate planning
- Value-oriented investment
- Family governance
- Wealth transfer strategies
- Proprietary research
- Financial planning and wealth management
- Wealth preservation strategies
- Undervalued companies
- Client tailored services
- Conservative investing
- Risk-averse investment
- Client counseling
- Contrarian value approach
- Investment research
- Long-term wealth planning
- Wealth transfer
- Family wealth
- Consulting
- Portfolio management
- Financial advisory
- Financial planning
- Financial services
- Law practice
- Legal services
- Financial consulting
- Management consulting
Technologies Used
- Google Cloud Hosting
- Mimecast
- Pardot
- Salesforce
- WP Engine
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