The FIDUCIARY MANAGEMENT, INC. is a privately held investment adviser that advises $11.17Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. FIDUCIARY MANAGEMENT, INC. is a Public/Private Fund Assets decreased by 31.38% over the last 5-years.
The Group has been registered with the SEC for 46.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 790 N. WATER STREET SUITE 2100, MILWAUKEE, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 17 investment and 8 non-investment staff. The total number of Employees remained the same over the last few years.
Their $11.17Bn in assets advised are owned by 5 private funds, 6 public funds and BDCs and 165 other accounts. Assets of Investment Companies (IC) clients own $6.02Bn or 53.92% of Total Assets and Pension and Profit Sharing Plans-Private own $1.15Bn or 10.27% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Fund of Funds, representing 100% and 0% of total assets, respectively.
They advise 8 types of clients, top clients are Investment Companies (IC) and Pension and Profit Sharing Plans-Private.
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 management fees.
FIDUCIARY MANAGEMENT, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.