Third Security, Llc (Radford)
Third Security, Llc Is a Large Advisory Firm Based in Radford. It Manages $1.13 Billion of Regulatory Assets for 41 Client Accounts. It Has Been Registered...
Third Security, LLC is a large advisory firm based in Radford. It manages $1.13 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, and Virginia.
Third Security provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Third Security: assets under management
The assets under management (AUM) of Third Security, LLC is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.6 million each.
Third Security has custody of $1.01 billion in cash and securities for 41 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 51% of the total AUM. The second-largest asset type is government bonds, which make up 31% of the firm’s portfolio. Investments in pooled investment vehicles form 14% of the total invested assets.
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