The ALLEN CAPITAL GROUP, LLC is a privately held investment adviser that advises $1.5Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ALLEN CAPITAL GROUP, LLC 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 111% over the last 5-years.
The Group has been registered with the SEC for 21.06 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 3540 PRAIRIEVIEW STREET SUITE 200, GRAND ISLAND, NEBRASKA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 38 employees comprised of 21 investment and 17 non-investment staff. The total number of Employees increased by 26.67% over the last 5-years.
Their $1.5Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 83 other accounts. Assets of High Net Worth Individuals clients own $985.43mn or 65.59% of Total Assets and Individuals own $427.11mn or 28.43% of Total Assets.
The Group's top investment strategies include Real Estate and Multi Strat, representing 66.41% and 33.59% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $6.48mn in assets.
The Group discloses fixed fees and management fees.
ALLEN CAPITAL GROUP, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.