Algert Global Llc (San Francisco)
Algert Global Llc Is a Large Advisory Firm Based in San Francisco. It Manages $2.79 Billion of Regulatory Assets for 36 Client Accounts. It Has Been Registered...
Algert Global LLC is a large advisory firm based in San Francisco. It manages $2.79 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and New York.
Algert Global provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio management for foreign registered investment company (ucits). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Algert Global: assets under management
The assets under management (AUM) of Algert Global LLC is $2.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 162% since the beginning of its operation, and $1.48 billion of the total AUM is attributable to clients outside of the United States.
The firm manages $2.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.52 million each.
Algert Global has custody of $778.54 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 92% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio.
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