The ACCUVEST GLOBAL ADVISORS is a privately held investment adviser that advises $228.15mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ACCUVEST GLOBAL ADVISORS 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 64.51% over the last 5-years.
The Group has been registered with the SEC for 18.44 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3575 N. 100 E. SUITE 350, PROVO, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees decreased by 14.29% over the last 5-years.
Their $228.15mn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 32 other accounts. Assets of Investment Companies (IC) clients own $90.84mn or 39.82% of Total Assets and Corporations or Other Businesses own $72.57mn or 31.81% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ACCUVEST GLOBAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.