The ADVISOR LOGISTICS is a privately held investment adviser that advises $6.29Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ADVISOR LOGISTICS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 498.95% over the last 5-years.
The Group has been registered with the SEC for 8.4 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1415 E BLANCO RD SUITE 8, BOERNE, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 2 investment and 4 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $6.29Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 16 other accounts. Assets of Other Investment Advisers clients total $6.29Bn or 100% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Other Investment Advisers.
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.
ADVISOR LOGISTICS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.