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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LOEB PARTNERS CORPORATION

CRD 10929

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fa04a20-8ce5-901c-64ed-b1a89f898a7f

Data as of Dec 20, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Dec 23, 2011 to Dec 20, 2018
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $455MItem 5.F on the latest filing (2018-12-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $455M
Private client RAUM: $381MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 215
Individual clients: 94
High net worth clients: 48
Custody, client assets: $251M
SEC number: 801-39571
CRD: 10929
Filings on the tape: 18
First filed: Dec 23, 2011
Latest filed: Dec 20, 2018
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CORWELL, COLLEEN, ELIZABETH	CHIEF COMPLIANCE OFFICER	Na	yes	01/2016	Feb 3, 2017	Dec 20, 2018
LHC MARITAL TRUST FBO ANN KEMPNER	Trust	E	yes	12/2018	Dec 20, 2018	Dec 20, 2018
LOEB HOLDING CORPORATION	Shareholder	E	yes	04/1982	Dec 23, 2011	Dec 20, 2018
PATEL, JIGISHA, B	CHEIF FINANCIAL OFFICER	Na	yes	07/2018	Aug 27, 2018	Dec 20, 2018
TCHEREPNINE, PETER ALEXANDROVICH	CHIEF EXECUTIVE OFFICER	Na	yes	04/1982	Dec 23, 2011	Dec 20, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LOEB HOLDING CORPORATION	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2018	Dec 20, 2018	$455M	$455M	13	4	1	n/a	n/a
2017	Dec 22, 2017	$443M	$443M	20	4	1	n/a	n/a
2016	Dec 23, 2016	$381M	$381M	26	4	n/a	n/a	n/a
2015	Dec 28, 2015	$360M	$360M	26	4	n/a	n/a	n/a
2014	Jan 2, 2015	$405M	$405M	29	4	n/a	n/a	n/a
2013	Dec 26, 2013	$349M	$349M	29	3	n/a	n/a	n/a
2012	Dec 20, 2012	$162M	$162M	29	1	n/a	n/a	n/a
2011	Dec 23, 2011	$145M	$145M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2018	$455M	$443M	2.8%	$360M	8.1%	13	20	1	1

Relationships

Controls (5)

← CORWELL, COLLEEN, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 3, 2017 to presentfactForm ADV
← TCHEREPNINE, PETER ALEXANDROVICHOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Dec 23, 2011 to presentfactForm ADV
← PATEL, JIGISHA, BOwnerCHEIF FINANCIAL OFFICER, ownership code NA, individual
Aug 27, 2018 to presentfactForm ADV
← LHC MARITAL TRUST FBO ANN KEMPNEROwnerTRUST, ownership code E, domestic entity
Dec 20, 2018 to presentfactForm ADV
← LOEB HOLDING CORPORATIONOwnerSHAREHOLDER, ownership code E, domestic entity
Dec 23, 2011 to presentfactForm ADV

Affiliated with (4)

← LOEB PARTNERS MANAGEMENT INCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
← LOEB KING CAPITAL MANAGEMENT (D/B/A)Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
← LOEB KING CAPITAL MANAGEMENT (D/B/A)Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
← LOEB KING CAPITAL MANAGEMENT (D/B/A)Registered adviserother investment adviser, broker-dealer, common control
factForm ADV

Registered with (1)

← PETER ALEXANDROVICH TCHEREPNINEAdvisorregistration: previous registration
Jan 7, 2019 to Apr 17, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fa04a20-8ce5-901c-64ed-b1a89f898a7f
First observed: Dec 23, 2011
Last observed: Dec 20, 2018 94 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LOEB PARTNERS CORPORATION

CRD 10929

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2fa04a20-8ce5-901c-64ed-b1a89f898a7f

Data as of Dec 20, 2018 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:47 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CORWELL, COLLEEN, ELIZABETH

CHIEF COMPLIANCE OFFICER

yes

01/2016

Feb 3, 2017

Dec 20, 2018

LHC MARITAL TRUST FBO ANN KEMPNER

Trust

yes

12/2018

Dec 20, 2018

LOEB HOLDING CORPORATION

Shareholder

yes

04/1982

Dec 23, 2011

Dec 20, 2018

PATEL, JIGISHA, B

CHEIF FINANCIAL OFFICER

yes

07/2018

Aug 27, 2018

Dec 20, 2018

TCHEREPNINE, PETER ALEXANDROVICH

CHIEF EXECUTIVE OFFICER

yes

04/1982

Dec 23, 2011

Dec 20, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LOEB HOLDING CORPORATION

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Dec 20, 2018

$455M

n/a

2017

Dec 22, 2017

$443M

n/a

2016

Dec 23, 2016

$381M

n/a

2015

Dec 28, 2015

$360M

n/a

2014

Jan 2, 2015

$405M

n/a

2013

Dec 26, 2013

$349M

n/a

2012

Dec 20, 2012

$162M

n/a

2011

Dec 23, 2011

$145M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$455M

$443M

2.8%

$360M

8.1%