The SDS FAMILY OFFICE is a privately held investment adviser that advises $967.49mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SDS FAMILY OFFICE 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 2,654.69% over the last 5-years.
The Group has been registered with the SEC for 6.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 750 LEXINGTON AVENUE, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 14 employees comprised of 8 investment and 6 non-investment staff. The total number of Employees increased by 1,300% over the last 5-years.
Their $967.49mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 4 other accounts. Assets of Corporations or Other Businesses clients own $915.98mn or 94.68% of Total Assets and High Net Worth Individuals own $34.57mn or 3.57% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 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, management fees and performance-based fees.
SDS FAMILY OFFICE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.