The ANDERSON FINANCIAL PARTNERS, INC. is a privately held investment adviser that advises $1.52Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ANDERSON FINANCIAL PARTNERS, INC. 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 decreased by 27.98% over the last 5-years.
The Group has been registered with the SEC for 23.24 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 212 PONTE VEDRA PARK DRIVE SUITE 200, PONTE VEDRA BEACH, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $1.52Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 17 other accounts. Assets of Charitable Organizations clients own $559mn or 36.75% of Total Assets and High Net Worth Individuals own $379mn or 24.92% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Charitable Organizations 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 fixed fees and management fees.
ANDERSON FINANCIAL PARTNERS, 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.