The DEFENDER CAPITAL is a privately held investment adviser that advises $510mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. DEFENDER CAPITAL 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 38.96% over the last 5-years.
The Group has been registered with the SEC for 11.39 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1310 SOUTH TRYON STREET SUITE 101, CHARLOTTE, NORTH CAROLINA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees decreased by 25% over the last 5-years.
Their $510mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $371mn or 72.75% of Total Assets and Individuals own $76mn or 14.9% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 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 and management fees.
DEFENDER CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.