The WEITZ FINANCIAL GROUP is a privately held investment adviser that advises $83.55mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. WEITZ FINANCIAL 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 53% over the last 1-years.
The Group has been registered with the SEC for 1.92 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 500 EAST BROWARD BOULEVARD SUITE 900, FORT LAUDERDALE, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 4 investment and 2 non-investment staff. The total number of Employees increased by 200% over the last 2-years.
Their $83.55mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 0 other accounts. Assets of Individuals clients own $78.27mn or 93.68% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $5.28mn or 6.32% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
WEITZ FINANCIAL 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.