Aptitude Investment Management Lp
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Overview
Aptitude Investment Management Lp is a financial advisor firm headquartered in Seattle, Washington. The firm oversees $6.5 billion in assets under management throughout 18 accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). It has a small team, including 8 financial advisors. Aptitude Investment Management Lp is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets like equities, bonds and options.
Aptitude Investment Management Lp administers all of the company's client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without needing to seek client approval. The investment advisory firm supervises an average of $363.7 million for every client account. An average advisor at Aptitude Investment Management Lp oversees about two client accounts, making it one of the most individualized firms in the country.
The firm's main office is at 401 Union Street, Seattle, Washington 98101. It is legally registered to serve customers in the state of Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aptitude Investment Management Lp by the Numbers
$6.5 billion
8
18
$363.7 million
Products and Services
Aptitude Investment Management Lp offers a variety of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Notably, the company did not provide financial planning services to any of its customers in the last fiscal year. Aptitude Investment Management Lp does not sell products or offer services aside from investment advisory services to its investment advisory customers. It is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, pension consultant and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Aptitude Investment Management Lp most likely consist of the following fee structures: asset-based, performance-based or other. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles, pension plans and corporations. Out of its 18 customers, Aptitude Investment Management Lp's largest client type is pooled investment vehicles. Around 47% of the company'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
Aptitude Investment Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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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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