The W.E. DONOGHUE is a privately held investment adviser that advises $370.52mn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. W.E. DONOGHUE is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 34.91% over the last 5-years.
The Group has been registered with the SEC for 9.73 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 125 HIGH STREET SUITE 220, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 3 investment and 4 non-investment staff. The total number of Employees decreased by 53.33% over the last 5-years.
Their $370.52mn in assets advised are owned by 0 private funds, 8 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $367.47mn or 99.18% of Total Assets and Individuals own $999.92K or 0.27% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 54.23%, 37.17% and 8.59% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
W.E. DONOGHUE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.