Sulzberger Capital Advisors



Pershing LLC

Pershing LLC is a subsidiary of BNY Mellon, the nation’s oldest continuously operating bank, and one of the world’s leading providers of securities services. Pershing has approximately $1.01 trillion in global client assets. Their parent company, BNY Mellon has $27.1 trillion in assets under custody and administration. Pershing Advisor Solutions was recognized as Best Family Office Provider – Client Service, at the Private Asset Management (PAM) Awards 2012. Pershing Advisor Solutions is the primary third party custodian utilized at Sulzberger Capital Advisors and Pershing LLC serves as the trustee of IRAs under management at Sulzberger Capital Advisors.

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RightCapital is a comprehensive financial planning solution designed for financial advisors and their clients. RightCapital is known for its high quality user experience offering clients the ability to easily adjust their plans with real time results. Its data collection process features account aggregation via Yodlee giving clients up to date account information. RightCapital engages top-notch security, including asymmetric and symmetric encryption processes and two-step verification to secure client accounts, even when a password is compromised.

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Black Diamond

Independent advisors need innovative technology combined with data they can rely on, backed by exceptional service. Sulzberger Capital Advisors utilizes Advent Black Diamond’s cloud-based portfolio management platform offering aggregation, performance measurement, customizable reporting and rebalancing, combined with outsourced daily reconciliation with custodians. With anytime, anywhere access for our clients, Black Diamond enables Sulzberger Capital Advisor’s clients to have information on their accounts at their fingertips.

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Value Line

An uncontested authority in reliable, unbiased financial information since 1931 — Value Line Institutional products and services paint detailed pictures of the most significant movements and market trends in the finance industry. There has been an evolution in the delivery of investment research. Value Line’s research looks toward the past to provide detailed historical data, the present to offer the most up-to-date and in-depth information, and the future to apply their expert analysis to forecast upcoming challenges and opportunities – essentially, Value Line provides Sulzberger Capital Advisors with independent investment research.

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Thomson Reuters

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. Thomson Reuters combines industry expertise with innovative technology to deliver critical information to leading decision makers in the financial industry, powered by a leading world news organization. Whether it is for developed, emerging or frontier markets Thomson Reuters is the leading of source of company data including fundamentals (financials), estimates, ownership, officers & directors, ESG, deals, filings, broker research, corporate actions and legal entity data. Our decades of collection and quality management experience create an array of information that their customers trust for their most important investment decisions.

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CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products. CAIS provides streamlined execution to an expanding list of alternative investments, capital markets syndicate offerings, and real assets. Their platform delivers a suite of portfolio construction and reporting tools, and complements its fund offering with independent due diligence provided by Mercer. CAIS' platform provides investment managers with turnkey access to a growing selection of in-demand funds and products, including a broad menu of hedge funds across a wide range of strategies, including long/short equity, event-driven, merger arbitrage, credit/distressed, multi-strategy, global macro, CTA and fund of funds, in developed and emerging markets. CAIS also provides advisors access to direct, secondary, and primary private equity investments, diversified across geographic regions and vintage years.

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