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Oscar Capital Management

666 Fifth Ave. 34th Floor
New York, New York 10103
United States
 
Contact :      Ms. Susan Arecchione
Phone :       212-484-1000
Fax :             212-484-1030
Email :         saurecchione@oscarcap.com
Web :           http://www.oscarcap.com

Oscar Capital Management Information

Type of organization :
Total Assets Managed ($Mil) : $684
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1996
Wrap Programs Offered? : No
# of Accounts Managed : 386
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Oscar Capital Management History

Firm History Founded in 1996 by Andrew K. Boszhardt, Jr. and Anthony Scaramucci Yolanda Turocy joined Oscar as a partner in 1999 after 21 years at Goldman Sachs & Co. managing money for wealthy families and individuals Established to manage the wealth of individuals, families, and institutions Started with $150 million, currently over $900 million under management Has fostered relationships with Fortune 500 CEO’s, research analysts, and influential venture capitalists Selected as an advisor for the Fidelity Investment Advisor Referral Program in the fall of 2000

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

Oscar Capital Management Personnel

Mr.  Anthony Scaramucci

General Partner
Tel : 212-484-1000
Email: ascaramucci@oscarcap.com
Mr. Scaramucci began his career in the Investment Banking Division of Goldman, Sachs & Co. in 1989 and joined the Equities Division of the firm in 1991 where he remained until November of 1996. Mr. Scaramucci left Goldman, Sachs & Co. to form Oscar Capital Management, LLC as a principal responsible for strategic planning and research analysis. Mr. Scaramucci graduated Summa Cum Laude and Phi Beta Kappa in 1986 from Tufts University with a BA in Economics and received his JD from Harvard Law School in 1989.

Mr.  Andrew K. Boszhardt

General Partner
Tel : 212-484-1000
Email: aboszhardt@oscarcap.com
Mr. Boszhardt began his career with the Private Client Services Division of Goldman, Sachs & Co. in 1980 where he remained through November of 1996. Mr. Boszhardt left Goldman, Sachs & Co. to form Oscar Capital Management, LLC as a principal where he is the Chief Investment Officer responsible for portfolio construction and investment strategy. Mr. Boszhardt graduated from the University of Wisconsin in 1978 with a BA in Accounting and received his MBA in Finance in 1980.

Ms.  Yolanda Turocy

Portfolio Manager
Tel : 212-484-1000
Email: yturocy@oscarcap.com
Ms. Turocy joined Oscar Capital Management, LLC as a partner in November 1999. She spent 21 years in the Private Client Services Group of Goldman Sachs where she managed the assets of wealthy individuals and families. Ms. Turocy, a native of Cleveland, graduated Cum Laude with a BA from Case Western Reserve and received her MBA from Columbia Business School. Ms. Turocy is a member of the advisory council of the Roundabout Theatre Company of New York.

Oscar Capital Management Product Name

Report Created: September,15 2019.  Copyright Money Manager Review , All rights Reserved.
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