Speyside Fund Advisers LLC
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Overview
Speyside Fund Advisers LLC operates as an advisory firm that has its headquarters in Ann Arbor, Michigan. Speyside Fund Advisers LLC has $541.9 million in total assets across four client accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). It has a small team, including 4 financial advisors. Speyside Fund Advisers LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as options, stocks and bonds.
Speyside Fund Advisers LLC manages all of its client assets in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell judgments for the client's account without requiring the client's permission. The firm's average account size is $135.5 million. The typical advisor at Speyside Fund Advisers LLC administers around one client account, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at 24 Frank Lloyd Wright Drive, Ann Arbor, Michigan 48106. It is registered to serve investors in the state of Michigan.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Speyside Fund Advisers LLC by the Numbers
$541.9 million
5
4
$135.5 million
Fee Structure
Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by the company can consist of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single 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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles and other. Out of its four accounts, Speyside Fund Advisers LLC's biggest client group is other. None of the company's clients are represented by people from outside of the U.S.
- 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
Speyside Fund Advisers LLC does not have any disclosures.
Please visit its Form ADV for more details.
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