The ADVISORTRUST PARTNERS is a privately held investment adviser that advises $435.29mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ADVISORTRUST PARTNERS 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 remained the same over the last few years.
The Group has been registered with the SEC for 6.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9121 ANSON WAY SUITE 200, RALEIGH, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 500% over the last 5-years.
Their $435.29mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 12 other accounts. Assets of Corporations or Other Businesses clients own $199.53mn or 45.84% of Total Assets and High Net Worth Individuals own $197.88mn or 45.46% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and High Net Worth Individuals.
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 management fees.
ADVISORTRUST PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.