The INTERIM HOLDINGS is a privately held investment adviser that advises $34.09Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. INTERIM HOLDINGS 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 106.74% over the last 5-years.
The Group has been registered with the SEC for 12.3 years and is comprised of 20 filing and 0 relying advisers. They operate out of 34 office locations with their Headquarters at 811 LOUISIANA STREET SUITE 2420, HOUSTON, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 385 employees comprised of 201 investment and 184 non-investment staff. The total number of Employees increased by 52.17% over the last 5-years.
Their $34.09Bn in assets advised are owned by 18 private funds, 0 public funds and BDCs and 607 other accounts. Assets of High Net Worth Individuals clients own $26.97Bn or 79.13% of Total Assets and Individuals own $3.15Bn or 9.25% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, Traditional LBO and Multi Strat, representing 63.19%, 22.74% and 13.41% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 3 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $160.32mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
INTERIM HOLDINGS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.