The INVESTMENT OFFICE RESOURCES is a privately held investment adviser that advises $640.02mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. INVESTMENT OFFICE RESOURCES 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 increased by 582.63% over the last 3-years.
The Group has been registered with the SEC for 2.41 years and is comprised of 2 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8301 MARYLAND AVE. SUITE 300, ST. LOUIS, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 2 investment and 10 non-investment staff. The total number of Employees increased by 140% over the last 5-years.
Their $640.02mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $137K or 0.02% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 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 advisory fees, management fees and performance-based fees.
INVESTMENT OFFICE RESOURCES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.