The HENRIQUEZ GROUP is a privately held investment adviser that advises $5.16Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. HENRIQUEZ 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 243.3% over the last 5-years.
The Group has been registered with the SEC for 15.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 16 office locations with their Headquarters at 1221 BRICKELL AVENUE 27TH FLOOR, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 6 US and Non-US bodies.
They have 223 employees comprised of 178 investment and 45 non-investment staff. The total number of Employees increased by 108.41% over the last 5-years.
Their $5.16Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 1,056 other accounts. Assets of Corporations or Other Businesses clients own $2.61Bn or 50.49% of Total Assets and High Net Worth Individuals own $1.46Bn or 28.27% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 100% and 0% of total assets, respectively.
They advise 8 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 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.
HENRIQUEZ GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.