The U.S. INSTITUTIONAL CORPORATION GROUP is a privately held investment adviser that advises $27.45mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. U.S. INSTITUTIONAL CORPORATION GROUP 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 522.32% over the last 3-years.
The Group has been registered with the SEC for 21.08 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 390 S. WOODS MILL ROAD SUITE L-01, CHESTERFIELD, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $27.45mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 4 other accounts. Assets of Insurance Companies clients own $22.45mn or 81.8% of Total Assets and Pension and Profit Sharing Plans-Private own $0 or 0% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Insurance Companies 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.
U.S. INSTITUTIONAL CORPORATION GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.