The WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC is a privately held investment adviser that advises $18.16Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 127.33% over the last 5-years.
The Group has been registered with the SEC for 24.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 4830 W. KENNEDY BLVD. ONE URBAN CENTRE - SUITE 835, TAMPA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 20 employees comprised of 9 investment and 11 non-investment staff. The total number of Employees increased by 53.85% over the last 5-years.
Their $18.16Bn in assets advised are owned by 8 private funds, 0 public funds and BDCs and 25 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $9.59Bn or 52.79% of Total Assets and Government Entities and Pension Plans own $8.58Bn or 47.21% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Government Entities and Pension Plans.
The Group uses 0 Fund Administrators, 0 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.
WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.