The CATENARY GROUP is a publicly held investment adviser that advises $5.56Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. CATENARY 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 59.85% over the last 5-years.
The Group has been registered with the SEC for 14.83 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1450 BRICKELL AVENUE SUITE 3050, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 45 employees comprised of 21 investment and 24 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $5.56Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $5Bn or 89.95% of Total Assets and Corporations or Other Businesses own $433.39mn or 7.8% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 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 advisory fees, fixed fees, management fees and performance-based fees.
CATENARY 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.