The TD PRIVATE CLIENT WEALTH LLC is a publicly held investment adviser that advises $42.32Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. TD PRIVATE CLIENT WEALTH 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 decreased by 80.08% over the last 5-years.
The Group has been registered with the SEC for 29 years and is comprised of 3 filing and 0 relying advisers. They operate out of 32 office locations with their Headquarters at 1 VANDERBILT AVENUE 23RD FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 25 US and Non-US bodies.
They have 831 employees comprised of 592 investment and 239 non-investment staff. The total number of Employees increased by 39.66% over the last 5-years.
Their $42.32Bn in assets advised are owned by 35 private funds, 16 public funds and BDCs and 369 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $15.99Bn or 37.79% of Total Assets and Investment Companies (IC) own $8.96Bn or 21.18% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Traditional LBO, representing 55.84%, 40.8% and 1.94% of total assets, respectively.
They advise 10 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 8 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 6 Custodians and 11 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, management fees and performance-based fees.
TD PRIVATE CLIENT WEALTH 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.