The NATHAN ANDREW is a privately held investment adviser that advises $264mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. NATHAN ANDREW 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 22.79% over the last 5-years.
The Group has been registered with the SEC for 9.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1792 ALYSHEBA WAY SUITE 390, LEXINGTON, KENTUCKY. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $264mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $189.35mn or 71.72% of Total Assets and Individuals own $52.83mn or 20.01% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 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 management fees and performance-based fees.
NATHAN ANDREW names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.