The ASSOCIATED INVESTMENT SERVICES GROUP is a publicly held investment adviser that advises $4.03Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ASSOCIATED INVESTMENT SERVICES GROUP 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 increased by 22.24% over the last 5-years.
The Group has been registered with the SEC for 36.28 years and is comprised of 2 filing and 0 relying advisers. They operate out of 30 office locations with their Headquarters at 200 NORTH ADAMS STREET, GREEN BAY, WISCONSIN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 69 employees comprised of 36 investment and 33 non-investment staff. The total number of Employees decreased by 6.76% over the last 5-years.
Their $4.03Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 11 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.12Bn or 27.78% of Total Assets and Individuals own $711.58mn or 17.67% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 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 and management fees.
ASSOCIATED INVESTMENT SERVICES 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.