The ANDERSON ADVISOR GROUP is a privately held investment adviser that advises $175.39mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. ANDERSON ADVISOR 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 decreased by 0.64% over the last 5-years.
The Group has been registered with the SEC for 21.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 880 THIRD AVENUE 16TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 4 investment and 0 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.
Their $175.39mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $138.54mn or 78.99% of Total Assets and Charitable Organizations own $9.64mn or 5.49% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
ANDERSON ADVISOR 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.