The GUIDELINE INVESTMENTS is a privately held investment adviser that advises $13Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. GUIDELINE INVESTMENTS 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 279.7% over the last 5-years.
The Group has been registered with the SEC for 10.82 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 525 20TH STREET, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 5 employees comprised of 1 investment and 4 non-investment staff. The total number of Employees decreased by 97.13% over the last 5-years.
Their $13Bn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 57,744 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $11.63Bn or 89.43% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.37Bn or 10.57% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 5 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.
GUIDELINE INVESTMENTS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.