The HORIZON GROUP is a privately held investment adviser that advises $10.01Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. HORIZON 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 181.22% over the last 5-years.
The Group has been registered with the SEC for 26.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6210 ARDREY KELL ROAD STE 300, CHARLOTTE, NORTH CAROLINA. 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 23 investment and 53 non-investment staff. The total number of Employees increased by 16.92% over the last 5-years.
Their $10.01Bn in assets advised are owned by 2 private funds, 26 public funds and BDCs and 1 other account. Assets of Investment Companies (IC) clients own $9.25Bn or 92.43% of Total Assets and Individuals own $538.54mn or 5.38% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 45.11%, 40.63% and 14.26% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Individuals.
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 advisory fees, fixed fees and management fees.
HORIZON 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.