The FOUNDATION RISK PARTNERS is a privately held investment adviser that advises $4.77Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FOUNDATION RISK PARTNERS 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 0.48% over the last 5-years.
The Group has been registered with the SEC for 26.87 years and is comprised of 2 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 631 W. MORSE BLVD. SUITE 115, WINTER PARK, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 54 employees comprised of 19 investment and 35 non-investment staff. The total number of Employees decreased by 20.59% over the last 5-years.
Their $4.77Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 197 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $2.9Bn or 60.7% of Total Assets and High Net Worth Individuals own $1.53Bn or 32.01% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 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, fixed fees and management fees.
FOUNDATION RISK PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.