The FIDUCIARYVEST, LLC is a privately held investment adviser that advises $4.78Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FIDUCIARYVEST, LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 17.78% over the last 5-years.
The Group has been registered with the SEC for 21.46 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5600 ROSWELL ROAD BUILDING C, ATLANTA, GEORGIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 9 investment and 1 non-investment staff. The total number of Employees increased by 11.11% over the last 5-years.
Their $4.78Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 21 other accounts. Assets of Charitable Organizations clients own $2.48Bn or 51.91% of Total Assets and Pension and Profit Sharing Plans-Private own $1.73Bn or 36.22% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Charitable Organizations and Pension and Profit Sharing Plans-Private.
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, fixed fees and management fees.
FIDUCIARYVEST, 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.