The BKS FINANCIAL INVESTMENTS is a privately held investment adviser that advises $27.28Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BKS FINANCIAL INVESTMENTS 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 648.23% over the last 5-years.
The Group has been registered with the SEC for 12.7 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 4211 W. BOY SCOUT BLVD. SUITE 800, TAMPA, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 50 investment and 0 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $27.28Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 963 other accounts. Assets of Corporations or Other Businesses clients own $18.11Bn or 66.41% of Total Assets and Pension and Profit Sharing Plans-Private own $7.93Bn or 29.09% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 7 types of clients, top clients are Corporations or Other Businesses and Pension and Profit Sharing Plans-Private.
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 fixed fees and management fees.
BKS FINANCIAL 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.