The WEMBLEY STRATEGIC ADVISORY is a privately held investment adviser that advises $695.2mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. WEMBLEY STRATEGIC ADVISORY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 218.8% over the last 5-years.
The Group has been registered with the SEC for 6.79 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6 ST. JOHN'S LANE, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $695.2mn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $682.41mn or 98.16% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $12.79mn or 1.84% of Total Assets.
The Group's top investment strategies include Multi Strat and FI/Credit - Diverse, representing 51.26% and 48.74% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $5.71mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
WEMBLEY STRATEGIC ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.