The HORTER INVESTMENT MANAGEMENT is a privately held investment adviser that advises $484.3mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. HORTER INVESTMENT 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 decreased by 23.38% over the last 5-years.
The Group has been registered with the SEC for 19.56 years and is comprised of 2 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 11726 SEVEN GABLES RD SYMMES TOWNSHIP, CINCINNATI, OHIO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 50 employees comprised of 32 investment and 18 non-investment staff. The total number of Employees decreased by 44.44% over the last 5-years.
Their $484.3mn in assets advised are owned by 0 private funds, 4 public funds and BDCs and 45 other accounts. Assets of Investment Companies (IC) clients own $169.8mn or 35.06% of Total Assets and Individuals own $167.26mn or 34.54% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 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.
HORTER INVESTMENT 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.