The CLS INVESTMENTS is a privately held investment adviser that advises $80.01Bn in regulatory assets under management held in 1 SEC fund types across 4 investment strategies. CLS 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 107.2% over the last 5-years.
The Group has been registered with the SEC for 26.6 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 17605 WRIGHT ST, OMAHA, KENTUCKY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 358 employees comprised of 64 investment and 294 non-investment staff. The total number of Employees increased by 47.93% over the last 5-years.
Their $80.01Bn in assets advised are owned by 2 private funds, 11 public funds and BDCs and 2,663 other accounts. Assets of Other Investment Advisers clients own $24.33Bn or 30.41% of Total Assets and High Net Worth Individuals own $19.49Bn or 24.36% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 60.23%, 29.75% and 9.85% of total assets, respectively.
They advise 9 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 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.
CLS 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.