About Tocqueville Asset Management
Tocqueville Asset Management is a Financial Services company based in New York (United States) founded in 1985. It offers investment management and wealth preservation services for families and institutions. It operates on a B2B and B2C model. Tocqueville Asset Management offers products and services including Wealth Management Services and Mutual Funds. Its focus areas include Finance, Investment Funds, Mutual Funds and Equity Investments. Its legal entity is Tocqueville Asset Management L.P. Similar companies include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed similar companies have raised funding.
Company details
Tocqueville Asset Management specializes in preserving and growing clients wealth through conservative investment strategies and proprietary research. They focus on long-term returns, capital preservation, and tailored services for families and institutions, avoiding risky ventures. Based in New York and Vero Beach, they emphasize ethical, goal-oriented approaches to meet generational challenges.
- Headquarters New York, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website tocqueville.com
- Social LinkedIn X Facebook
- Legal Name Tocqueville Asset Management L.P.
Products & Services of Tocqueville Asset Management
Tocqueville Asset Management offers a comprehensive portfolio of products and services, including Wealth Management Services and Mutual Funds.
Provides tailored strategies for wealth preservation and growth
Manages funds for long-term returns and capital protection
People of Tocqueville Asset Management
34 people are tracked at Tocqueville Asset Management (11 in leadership, 23 in team).
| Name | Role | Group |
|---|---|---|
Kelsey Graham | Chief Compliance Officer | Leadership |
Scott Schlesinger | COO & Vice President | Leadership |
Paul J. Kleinschmidt | President & CEO | Leadership |
Jason Scheibel | Director Of Operations | Leadership |
Kemol Ali | Head Of Information Technology | Leadership |
Thomas Coffey | Director Of Intermediary National Accounts & Platform Distribution-all Channels | Leadership |
Cleo Kotis | Director Of Office Services | Leadership |
Natalie Blundell | Head Of Client Services | Leadership |
Jeff Zatkowsky | Chief Financial Officer | Leadership |
David Harris | Managing Director | Leadership |
Joseph A. Zock | Managing Director | Leadership |
Kim Narvaez | Portfolio Adminstrator | Team |
Cando Pinero | Operations Manager | Team |
Steve Yevak | Senior Compliance Officer | Team |
Blanca Cruz-Morales | Operations & Billing Specialist | Team |
Maddie D. | Senior Portfolio Administrator / Compliance Administrator | Team |
Alfred Gugliotta | Operations Manager | Team |
Linda Schecter | Document Retention | Team |
Anton Zock | Associate Research Analyst | Team |
Keith Delmar | Trader | Team |
14 more people are available in the full profile.
Complete people profiles for Tocqueville Asset Management
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Similar companies to Tocqueville Asset Management
Tocqueville Asset Management has 3 listed similar companies in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed similar companies of Tocqueville Asset Management
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Web traffic of Tocqueville Asset Management
Websites that share an audience with Tocqueville Asset Management (tocqueville.com).
Websites whose visitors overlap most with Tocqueville Asset Management. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| satuit.com | 99% | 1.9K | View details | ||
| strathbridge.com | 87% | View details | |||
| westwoodgroup.com | 75% | 17.2K | #1,469,675 | View details |
Top companies in Private Equity Funds
3 companies that operate in the same segment as Tocqueville Asset Management (Private Equity Funds) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Alternative asset investment management firm | 1997 | Los Angeles, California, United States | USD 6.2 B | 3,200 | ||
Private equity and debt investments are managed for businesses. | 2004 | Los Angeles, California, United States | USD 3.15 B | 3,200 | ||
Multiple sectors are invested in by this private equity firm. | 1976 | New York, New York, United States | USD 20.29 B | 4,830 |
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Related news about Tocqueville Asset Management
Complete news archive for Tocqueville Asset Management
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Frequently Asked Questions about Tocqueville Asset Management
Tocqueville Asset Management was founded in 1985.
Tocqueville Asset Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Tocqueville Asset Management specializes in preserving and growing clients wealth through conservative investment strategies and proprietary research. They focus on long-term returns, capital preservation, and tailored services for families and institutions, avoiding risky ventures. Based in New York and Vero Beach, they emphasize ethical, goal-oriented approaches to meet generational challenges.
Tocqueville Asset Management's top competitors include Focus Financial Partners, Alera Group and Wintrust.
Tocqueville Asset Management offers Wealth Management Services and Mutual Funds.
Tocqueville Asset Management operates through Tocqueville Asset Management L.P..