The CONNORS INVESTOR SERVICES INC is a privately held investment adviser that advises $1.32Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. CONNORS INVESTOR SERVICES 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 34.7% over the last 5-years.
The Group has been registered with the SEC for 56.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1210 BROADCASTING ROAD SUITE 200, WYOMISSING, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 10 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.32Bn in assets advised are owned by 9 private funds, 1 public fund and BDCs and 63 other accounts. Assets of High Net Worth Individuals clients own $777.3mn or 58.87% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $146.74mn or 11.11% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Traditional LBO and Early Stage, representing 55.84%, 16.74% and 14.34% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 1 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $22.64mn in assets.
The Group discloses management fees.
CONNORS INVESTOR SERVICES 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.