The MORNINGSTAR GROUP is a publicly held investment adviser that advises $59.06Bn in regulatory assets under management held in 0 SEC fund types across 4 investment strategies. MORNINGSTAR GROUP 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 22.74% over the last 5-years.
The Group has been registered with the SEC for 26.8 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 22 WEST WASHINGTON STREET, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 12 US and Non-US bodies.
They have 267 employees comprised of 52 investment and 215 non-investment staff. The total number of Employees decreased by 46.49% over the last 5-years.
Their $59.06Bn in assets advised are owned by 23 private funds, 45 public funds and BDCs and 3 other accounts. Assets of Individuals clients own $35.59Bn or 60.27% of Total Assets and Pension and Profit Sharing Plans-Private own $12.19Bn or 20.65% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 52.64%, 25.87% and 21.31% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 11 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 9 Custodians and 8 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.
MORNINGSTAR GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.