The SIGNIFY WEALTH is a privately held investment adviser that advises $364.56mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SIGNIFY WEALTH 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 105.71% over the last 5-years.
The Group has been registered with the SEC for 7.08 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7750 CLAYTON ROAD SUITE 100, ST. LOUIS, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 4 investment and 13 non-investment staff. The total number of Employees increased by 1,600% over the last 5-years.
Their $364.56mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $345.36mn or 94.74% of Total Assets and Individuals own $16.48mn or 4.52% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 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 advisory fees, management fees and performance-based fees.
SIGNIFY WEALTH names 2 sub-advisers MINERVA CAPITAL PARTNERS II, LLC, SIGNIFY WEALTH LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.