The FISHER INVESTMENTS is a privately held investment adviser that advises $424.32Bn in regulatory assets under management held in 1 SEC fund types across 5 investment strategies. FISHER INVESTMENTS 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 141.73% over the last 5-years.
The Group has been registered with the SEC for 39.38 years and is comprised of 2 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 6500 INTERNATIONAL PKWY STE 2050, PLANO, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 25 US and Non-US bodies.
They have 4,528 employees comprised of 1,952 investment and 2,576 non-investment staff. The total number of Employees increased by 94.42% over the last 5-years.
Their $424.32Bn in assets advised are owned by 46 private funds, 38 public funds and BDCs and 2,656 other accounts. Assets of High Net Worth Individuals clients own $283.02Bn or 66.7% of Total Assets and Individuals own $48.32Bn or 11.39% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and Emerging Markets, representing 95.03%, 4.16% and 0.75% of total assets, respectively.
They advise 11 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 8 Fund Administrators, 3 Fund Auditors, 0 Prime Brokers, 7 Custodians and 8 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, management fees and performance-based fees.
FISHER INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.