The ESTATE COUNSELORS, LLC is a privately held investment adviser that advises $1.35Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ESTATE COUNSELORS, LLC 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 45.18% over the last 5-years.
The Group has been registered with the SEC for 22.27 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 414 N. MAIN STREET, THIENSVILLE, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $1.35Bn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 17 other accounts. Assets of Investment Companies (IC) clients own $737mn or 54.49% of Total Assets and High Net Worth Individuals own $484.49mn or 35.82% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) 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 management fees.
ESTATE COUNSELORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.