The SRS CAPITAL ADVISORS, INC. is a privately held investment adviser that advises $23.45Bn in regulatory assets under management held in 3 SEC fund types across 5 investment strategies. SRS CAPITAL ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 2,159.23% over the last 5-years.
The Group has been registered with the SEC for 19.87 years and is comprised of 1 filing and 0 relying advisers. They operate out of 29 office locations with their Headquarters at 10 EAST 53RD STREET 14TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 319 employees comprised of 140 investment and 179 non-investment staff. The total number of Employees increased by 1,578.95% over the last 5-years.
Their $23.45Bn in assets advised are owned by 6 private funds, 0 public funds and BDCs and 486 other accounts. Assets of High Net Worth Individuals clients own $18.4Bn or 78.48% of Total Assets and Individuals own $2.83Bn or 12.05% of Total Assets.
The Group's top investment strategies include Early Stage, Traditional LBO and FI/Credit - Diverse, representing 83.79%, 8.44% and 7.1% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $1.78mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
SRS CAPITAL ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.