The OBERWEIS ASSET MANAGEMENT is a privately held investment adviser that advises $6.46Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. OBERWEIS ASSET MANAGEMENT is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 66.28% over the last 5-years.
The Group has been registered with the SEC for 36.59 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3333 WARRENVILLE ROAD SUITE 500, LISLE, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 33 employees comprised of 19 investment and 14 non-investment staff. The total number of Employees increased by 3.12% over the last 5-years.
Their $6.46Bn in assets advised are owned by 1 private fund, 8 public funds and BDCs and 19 other accounts. Assets of Investment Companies (IC) clients own $4.64Bn or 71.77% of Total Assets and Government Entities and Pension Plans own $1.4Bn or 21.66% 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 Investment Companies (IC) and Government Entities and Pension Plans.
The Group uses 3 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $46.15mn in assets.
The Group discloses management fees.
OBERWEIS ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.