The TITLEIST ASSET MANAGEMENT GROUP is a privately held investment adviser that advises $3Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. TITLEIST ASSET MANAGEMENT GROUP 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 223.86% over the last 5-years.
The Group has been registered with the SEC for 11.39 years and is comprised of 3 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 777 E. SONTERRA BLVD., SUITE 330, SAN ANTONIO, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 56 employees comprised of 33 investment and 23 non-investment staff. The total number of Employees increased by 93.1% over the last 5-years.
Their $3Bn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 42 other accounts. Assets of High Net Worth Individuals clients own $1.38Bn or 45.81% of Total Assets and Individuals own $1.12Bn or 37.43% 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 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $247.5mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
TITLEIST ASSET MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.