The ROBERT HARRELL INCORPORATED is a privately held investment adviser that advises $832.62mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ROBERT HARRELL INCORPORATED 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 35.61% over the last 5-years.
The Group has been registered with the SEC for 34.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8310 N. CAPITAL OF TEXAS HIGHWAY BUILDING 1, SUITE 320, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 5 investment and 0 non-investment staff. The total number of Employees decreased by 28.57% over the last 5-years.
Their $832.62mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 18 other accounts. Assets of Government Entities and Pension Plans clients own $459.74mn or 55.22% of Total Assets and High Net Worth Individuals own $178.34mn or 21.42% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are Government Entities and Pension Plans and High Net Worth 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 fixed fees and management fees.
ROBERT HARRELL INCORPORATED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.