The LIPPER ADVISORY SERVICES INC is a privately held investment adviser that advises $155.82mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LIPPER ADVISORY SERVICES INC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 26.93% over the last 5-years.
The Group has been registered with the SEC for 34.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $155.82mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 5 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $58.78mn or 37.72% of Total Assets and High Net Worth Individuals own $55.17mn or 35.41% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.
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 fixed fees and management fees.
LIPPER ADVISORY SERVICES INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.