The VAN DEN BERG MANAGEMENT I, INC. is a privately held investment adviser that advises $682.76mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. VAN DEN BERG MANAGEMENT I, 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 10.44% over the last 5-years.
The Group has been registered with the SEC for 46.91 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 805 LAS CIMAS PARKWAY SUITE 305, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 16 employees comprised of 12 investment and 4 non-investment staff. The total number of Employees decreased by 30.43% over the last 5-years.
Their $682.76mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 29 other accounts. Assets of High Net Worth Individuals clients own $388.99mn or 56.97% of Total Assets and Individuals own $170.4mn or 24.96% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
VAN DEN BERG MANAGEMENT I, 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.