Arga Investment Management, Lp
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Overview
Arga Investment Management, Lp operates as a financial advisory firm located in Stamford, Connecticut. It handles $10.3 billion in assets across 56 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). Arga Investment Management, Lp has an average-sized group, including 22 financial advisors. Arga Investment Management, Lp does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets like bonds, stocks and options.
Arga Investment Management, Lp administers all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions without requiring client approval. The investment advisory firm's typical account size is $184.6 million. The average financial advisor at Arga Investment Management, Lp administers about three client accounts, making it one of the most individualized advisor firms in the country.
The company's headquarters is at 1010 Washington Blvd, Stamford, Connecticut 6901. It is permitted to serve customers across a few states, including Connecticut and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arga Investment Management, Lp by the Numbers
$10.3 billion
40
56
$184.6 million
Fee Structure
Financial advisory fees largely are based on the financial services provided. Fees billed by the company most likely consist of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to investment companies, pooled investment vehicles, state or municipal government entities and other. Out of its 56 accounts, Arga Investment Management, Lp's biggest client by number of accounts is state or municipal government entities. Around 16% of the firm's customers are non-U.S. persons.
- 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
Arga Investment Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Arga Investment Management, Lp
Stamford, CT
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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