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STEPHENS INVESTMENT GROUP

Business and Investment Profile

The STEPHENS INVESTMENT GROUP is a privately held investment adviser that advises $25Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STEPHENS INVESTMENT GROUP is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 39.1% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 45.89 years and is comprised of 2 filing and 0 relying advisers. They operate out of 20 office locations with their Headquarters at 111 CENTER ST, LITTLE ROCK, ARKANSAS. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.

Employee Profile

They have 633 employees comprised of 254 investment and 379 non-investment staff. The total number of Employees decreased by 6.08% over the last 5-years.

Asset Profile

Their $25Bn in assets advised are owned by 2 private funds, 4 public funds and BDCs and 524 other accounts. Assets of High Net Worth Individuals clients own $10.24Bn or 40.94% of Total Assets and Investment Companies (IC) own $6.47Bn or 25.88% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 10 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).

Service Provider Profile

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.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

STEPHENS INVESTMENT 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.

Full profile: STEPHENS INVESTMENT GROUP

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Keywords: Stephens Investment Group, Stephens, Stephens Investment Management Group
Generated 2026-09-12T06:47:54.8335635.  © 2026 Convergence.