The INTEGRA FINANCIAL is a privately held investment adviser that advises $202.58mn in regulatory assets under management held in 0 SEC fund types across 4 investment strategies. INTEGRA FINANCIAL 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 increased by 58.59% over the last 5-years.
The Group has been registered with the SEC for 3.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5105 DTC PARKWAY SUITE 316, GREENWOOD VILLAGE, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $202.58mn in assets advised are owned by 9 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $98.64mn or 48.69% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $79.17mn or 39.08% of Total Assets.
The Group's top investment strategies include Traditional LBO, Long/Short Equity and Multi Strat, representing 45.26%, 40.15% and 10.22% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $3.47mn in assets.
The Group discloses fixed fees and management fees.
INTEGRA FINANCIAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.