Algert Global LLC
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Overview
Algert Global LLC is a financial advisory firm that has its headquarters in San Francisco, California. Algert Global LLC oversees $3.3 billion in assets over 17 client accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). It has a small team, including 9 financial advisors. Algert Global LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like equities, options and bonds.
Algert Global LLC administers all of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell decisions without requiring client permission. The investment advisory firm supervises an average of $193.5 million for every client account. The typical advisor at Algert Global LLC administers about two client accounts, placing it among the most personalized firms in the country.
The firm's central office is located at 101 California Street, San Francisco, California 94111. The company is legally allowed to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Algert Global LLC by the Numbers
$3.3 billion
20
17
$193.5 million
Fee Structure
Financial advisory fees largely depend on which services the firm provides the client. Fees billed by the firm most likely are comprised of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to investment companies, pooled investment vehicles, pension plans and sovereign wealth funds. Out of its 17 customers, Algert Global LLC's biggest client group is pension plans. Around 24% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Algert Global LLC does not have any disclosures.
Please visit its Form ADV for more details.
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