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INVESTEC GROUP

Business and Investment Profile

The INVESTEC GROUP is a privately held investment adviser that advises $190.73Bn in regulatory assets under management held in 3 SEC fund types across 6 investment strategies. INVESTEC GROUP is a Public/Private Fund Assets decreased by 19.18% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 35.06 years and is comprised of 4 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 55 GRESHAM STREET, LONDON, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 24 US and Non-US bodies.

Employee Profile

They have 513 employees comprised of 113 investment and 400 non-investment staff. The total number of Employees decreased by 13.93% over the last 5-years.

Asset Profile

Their $190.73Bn in assets advised are owned by 163 private funds, 102 public funds and BDCs and 142 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $84.24Bn or 44.17% of Total Assets and Investment Companies (IC) own $47.39Bn or 24.85% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 60.89%, 19.45% and 11.82% of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 23 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 17 Custodians and 23 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $128.73mn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

INVESTEC GROUP names 1 sub-adviser NINETY ONE SA (PTY) to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: INVESTEC GROUP

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Generated 2026-09-12T06:47:44.8269807.  © 2026 Convergence.