Arctos Sports Partners

CRD#307116
Investment Advisor Firm

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Overview

Arctos Sports Partners operates as a financial advisor firm located in Dallas, Texas. It has $6.6 billion in assets under management over 22 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has a small team, including 31 financial advisors. Arctos Sports Partners does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as options, bonds and stocks.

Arctos Sports Partners oversees the majority of its accounts on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring the client's consent. Arctos Sports Partners also has 10 non-discretionary accounts totaling $783.4 million in assets. The advisory firm supervises about $301.8 million in assets for each customer account. An average financial advisor at Arctos Sports Partners administers fewer than one client account, making it one of the most personalized firms in the country.

Arctos Sports Partners's headquarters is located at 4550 Travis Street, Dallas, Texas 75205. Arctos Sports Partners is registered to serve customers across 2 states, including New York and Texas.

Assets Under Management

$6.6 billion

Number of Advisors

31

Disclosures

No

Office Location

4550 Travis Street
Dallas, TX 75205

Arctos Sports Partners by the Numbers

Total Assets Under Management

$6.6 billion

National Average: $8.6 billion
Total Number of Employees

36

National Average: 64
Total Number of Accounts

22

National Average: 375,227
Average Account Size

$301.8 million

National Average: $23.0 thousand
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Fee Structure

Financial management fees vary depending on which services are provided. However, fees charged by Arctos Sports Partners most likely consist of any blend of the following fee structures: asset-based, performance-based or other. The company 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

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

Arctos Sports Partners caters to pooled investment vehicles. Out of its 22 customers, Arctos Sports Partners's largest client is pooled investment vehicles. None of the firm's customers 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

Arctos Sports Partners does not have any disclosures.

Please visit its Form ADV for more details.

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