The LEUTHOLD WEEDEN GROUP is a privately held investment adviser that advises $1.17Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. LEUTHOLD WEEDEN GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 13.13% over the last 5-years.
The Group has been registered with the SEC for 38.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 100 NORTH 6TH STREET SUITE 600A, MINNEAPOLIS, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 7 investment and 10 non-investment staff. The total number of Employees decreased by 22.73% over the last 5-years.
Their $1.17Bn in assets advised are owned by 1 private fund, 5 public funds and BDCs and 35 other accounts. Assets of Investment Companies (IC) clients own $773.6mn or 66.29% of Total Assets and Corporations or Other Businesses own $298.73mn or 25.6% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 86.67% and 13.33% of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 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.
LEUTHOLD WEEDEN 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.