Altrinsic Global Advisors, LLC
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Learn more about Altrinsic Global Advisors, LLC
Overview
Altrinsic Global Advisors, LLC is a financial advisor firm headquartered in Greenwich, Connecticut. Altrinsic Global Advisors, LLC controls $8.4 billion in assets across 33 client accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). Altrinsic Global Advisors, LLC has a small group, including 13 financial advisors. Altrinsic Global Advisors, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets like bonds, equities and options.
Altrinsic Global Advisors, LLC administers the majority of the firm's accounts on a discretionary basis. Discretionary management means that transaction decisions are made by an investment advisor without needing to seek the client's consent. It also oversees one non-discretionary accounts totaling $228.7 million in assets. The company administers about $255.9 million for each customer account. The typical advisor at Altrinsic Global Advisors, LLC manages about three client accounts, making it one of the most personalized advisor firms in the country.
Altrinsic Global Advisors, LLC's central office is located at 8 Sound Shore Drive, Greenwich, Connecticut 06830-7242. Altrinsic Global Advisors, LLC is permitted to serve investors throughout a number of states, including Colorado, Connecticut, Delaware, Idaho, Louisiana, Nebraska, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Altrinsic Global Advisors, LLC by the Numbers
$8.4 billion
32
33
$255.9 million
Fee Structure
Fees charged by financial advisors usually depend on which service is provided. Fee types billed by the firm likely consist of some combination of the following fee structures: asset-based, fixed or performance-based. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with investment companies, pooled investment vehicles and pension plans. Out of its 33 customers, Altrinsic Global Advisors, LLC's biggest client by number of accounts is pooled investment vehicles. Around 55% of the company's customers are represented by 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
Altrinsic Global Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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