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Americap Advisers LLC

228 East 45th Street, Suite 1802
New York, New York 10017
United States
 
Contact :      Michael Albert
Phone :       212 375-6270
Fax :             646 827-4846
Email :         malbert@americapadvisers.com
Web :           http://www.americapadvisers.com

Americap Advisers LLC Information

Type of organization :
Total Assets Managed ($Mil) : $70
Tax-Exempt Managed ($Mil) : $66
Taxable Assets Managed ($Mil) : $4
Year Founded : 1999
Wrap Programs Offered? : No
# of Accounts Managed : 3
In-House Research : 60 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands

Americap Advisers LLC History

AmeriCap Advisers was founded by Nadia Albert who had previously served as a Vice President at Citibank and at a registered investment advisory firm. Her goal was to create a company which consisted of seasoned professionals who enjoyed working together for the benefit of their clients. Nadia assembled a highly experienced team, consisting of Michael Gayed, Carlos Mercado, and Steve Shobin. Nadia, Michael and Steve met over 20 years ago, when the latter two worked closely at Merrill Lynch Capital Markets. While taking separate career paths until 2000, the team maintained a strong business relationship, sharing similar investment philosophies. Carlos Mercado has been a close acquaintance of the team members since the early 1990s. Carlos met them when he worked at the Seagram Company, where he was responsible for corporate finance and pension issues including manager selection and monitoring for the company pension fund. His experience and knowledge from the sponsor side brings a deep understanding of what our clients want from their managers. With the team in place, AmeriCap Advisers began its journey to meet the challenges of one of the worst bear markets of our generation and prove it could provide competitive returns for its clients.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
1
$4
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
2
$67
Others :
Total # of Professional : 5 Analysts : 2
Portfolio Managers : 3 Traders : 0
Client Service : 0 Operation : 0

Americap Advisers LLC Personnel

Ms.  Nadia Albert

Portfolio Manager
Tel : 212 375-6270
Email: nalbert@americapadvisers.com
Nadia Albert is the founder, Chairman, and Chief Executive Officer of AmeriCap Advisers, LLC. Nadia performs bottom-up fundamental research utilizing various securities screening criteria that she developed over the years. Ms. Albert previously served as Vice President at an institutional investment advisory firm. She also served as Vice President and Unit Head for Accounting and Control at Citibank North American Global Finance where she was responsible for the implementation and management of control policies and procedures in fixed income, derivatives, foreign exchange, commodity futures and corporate finance operations. She was previously an auditor at Ernst & Young where most of her clients were in the financial services industry. Ms. Albert received her MBA from New York University's Stern School of Business in 1980 and became a CPA in 1987.

Mr.  Carlos Mercado

Client Contact
Tel : 212 375-6270
Email: cmercado@americapadvisers.com
Carlos Mercado is the President of AmeriCap Advisers, LLC. Carlos started his career as an auditor at PricewaterhouseCoopers. Mr. Mercado later became a Senior Financial Analyst at the Seagram Company, where he was responsible for corporate finance and pension issues. Subsequently, he held a portfolio management position at Sturdivant & Company where he actively performed extensive fundamental research in the consumer staples, capital goods, and technology/communications services sectors. He also advised on portfolio construction and strategy. Prior to that, he was a senior investment officer at another registered investment advisory firm. At AmeriCap Advisers, Carlos performs extensive fundamental analysis of the stocks in our investment portfolios. He has developed several valuation screens that help in structuring our portfolios. He received his MBA in Finance from the Stern School of Business and his BS in Accounting from St. Francis College. Carlos is also a CPA.

Mr.  Michael Gayed

Portfolio Manager
Tel : 212-375-6270
Email: michael@americapadvisers.com
Michael Gayed is Chief Investment Officer of AmeriCap Advisers. Michael brings with him over 13 years of portfolio management experience. Mr. Gayed is also a founder, and formerly President and a Chief Investment Officer of a registered institutional investment advisory firm, which managed large-cap and small-cap growth portfolios. He previously served as Senior Market Analyst at Merrill Lynch. A former engineer at IBM and Xerox, Mr. Gayed is also an accomplished author who wrote two books on the stock market: "Challenge of a Generation, Beyond the Crash of '87" (1989), and "Intermarket Analysis and Investing" (1990). He has also lectured extensively on investment analysis and portfolio structuring at the New York Institute of Finance, Merrill Lynch Training School (Princeton), St. John's University, New York University, and the University of Arkansas. Mr. Gayed received his MBA from New York University's Stern School of Business in 1980 and is a member of the New York Society of Security Analysts (NYSSA) and of the Association for Investment Management and Research (AIMR).

Mr.  Stephen Shobin

Portfolio Manager
Tel : 212-375-6270
Email: sshobin@americapadvisers.com
Steve Shobin is the Vice Chairman of the Investment Committee. Steve is a veteran of more than three decades on Wall Street where he was a Managing Director at Lehman Brothers, Inc. and a First Vice President at Merrill Lynch. Mr. Shobin was a senior member of the research divisions at both firms. During his tenure, he developed unique methodologies for projecting the long term trends of stocks and industry groups, incorporating various techniques for controlling risk. Mr. Shobin has advised some of the world's largest mutual funds, hedge funds, and institutional investment managers on stock selection and portfolio structuring. Steve has been a member of the Institutional Investor All-American Research Team in 1997, 1998, 1999, and received a #1 ranking in the year 2000 just as he was leaving Lehman to join AmeriCap.

Mr.  Michael Albert

Researcher/Analyst
Tel : 212-375-6270
Email: malbert@americapadvisers.com
Michael had his initial training on the Floor of the New York Stock Exchange working for U.S. Clearing in the questionable trades department. He previously worked part-time at Pension Partners, LLC, and AmeriCap Advisers performing a variety of research tasks. Michael graduated from New York University's Stern School of Business with a double major in Finance and Management, and was awarded the Cum Laude honor for his overall academic achievements.

Americap Advisers LLC Product Name

Large Capitalization Growth:Privately Managed Accounts
Mid/Large Value:Privately Managed Accounts
Report Created: July,16 2018.  Copyright Money Manager Review , All rights Reserved.
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