The ASSETMARK GROUP is a privately held investment adviser that advises $107.98Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. ASSETMARK GROUP 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 79.99% over the last 5-years.
The Group has been registered with the SEC for 27.42 years and is comprised of 2 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 1655 GRANT STREET 10TH FLOOR, CONCORD, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 919 employees comprised of 284 investment and 635 non-investment staff. The total number of Employees increased by 36.76% over the last 5-years.
Their $107.98Bn in assets advised are owned by 0 private funds, 14 public funds and BDCs and 8,544 other accounts. Assets of Individuals clients own $62.97Bn or 58.32% of Total Assets and High Net Worth Individuals own $21.85Bn or 20.23% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 67.62%, 21.87% and 10.52% of total assets, respectively.
They advise 7 types of clients, top clients are Individuals and High Net Worth 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 fixed fees and management fees.
ASSETMARK GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.