The PROCYON ADVISORS is a privately held investment adviser that advises $9.2Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. PROCYON ADVISORS 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 148.34% over the last 5-years.
The Group has been registered with the SEC for 9.19 years and is comprised of 1 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 1 CORPORATE DRIVE SUITE 225, SHELTON, CONNECTICUT. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 76 employees comprised of 49 investment and 27 non-investment staff. The total number of Employees increased by 347.06% over the last 5-years.
Their $9.2Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 271 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $4.91Bn or 53.37% of Total Assets and High Net Worth Individuals own $2.84Bn or 30.91% of Total Assets.
The Group's top investment strategies include Multi Strat and Early Stage, representing 78.52% and 21.48% of total assets, respectively.
They advise 6 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 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.
PROCYON ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.