The LAUREATE WEALTH MANAGEMENT is a privately held investment adviser that advises $171.87mn in regulatory assets under management held in 4 SEC fund types across 3 investment strategies. LAUREATE WEALTH MANAGEMENT is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 98.63% over the last 5-years.
The Group has been registered with the SEC for 4.36 years and is comprised of 3 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 460 N. MAIN STREET SUITE 304, GLEN ELLYN, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 3 investment and 6 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $171.87mn in assets advised are owned by 10 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $107.63mn or 62.62% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $64.22mn or 37.37% of Total Assets.
The Group's top investment strategies include Digital Assets, Multi Strat and Long Only, representing 69.42%, 22.23% and 8.35% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 7 private funds with $19.64mn in assets.
The Group discloses fixed fees and management fees.
LAUREATE WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.