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COMMERCE BROKERAGE SERVICES GROUP

Business and Investment Profile

The COMMERCE BROKERAGE SERVICES GROUP is a publicly held investment adviser that advises $2.54Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. COMMERCE BROKERAGE SERVICES GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets decreased by 34.17% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1000 WALNUT STREET, 15TH FL., KANSAS CITY, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 34 employees comprised of 34 investment and 0 non-investment staff. The total number of Employees decreased by 54.67% over the last 5-years.

Asset Profile

Their $2.54Bn in assets advised are owned by 0 private funds, 9 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients total $2.54Bn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse and Long/Short Equity, representing 75.36% and 24.64% of total assets, respectively.

Client Profile

They advise 1 types of clients, top clients are Investment Companies (IC).

Service Provider Profile

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.

Fee Profile

The Group discloses management fees.

Sub-Advisers

COMMERCE BROKERAGE 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.

Full profile: COMMERCE BROKERAGE SERVICES GROUP

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Keywords: Commerce Brokerage Services Group, Commerce Investment Advisors, Brokerage, Commerce
Generated 2026-09-12T06:48:43.239572.  © 2026 Convergence.