The BTS ASSET MANAGEMENT, INC. is a privately held investment adviser that advises $146.41mn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. BTS ASSET MANAGEMENT, INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets decreased by 81.82% over the last 5-years.
The Group has been registered with the SEC for 46.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 55 OLD BEDFORD ROAD SUITE 203, LINCOLN, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 4 investment and 9 non-investment staff. The total number of Employees decreased by 58.06% over the last 5-years.
Their $146.41mn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 2 other accounts. Assets of Investment Companies (IC) clients own $61.7mn or 42.14% of Total Assets and Individuals own $45.72mn or 31.23% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 52.84%, 23.82% and 23.34% of total assets, respectively.
They advise 4 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.
BTS ASSET MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.