Thl Managers Vii, LLC
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Overview
Thl Managers Vii, LLC is a financial advisory company based in Boston, Massachusetts. The company manages $15.4 billion in total assets across 17 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The company has a large team, including 104 financial advisors. Thl Managers Vii, LLC does not act as a registered broker-dealer, meaning the firm 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 defined as tradable fiscal assets like equities, bonds and options.
Thl Managers Vii, LLC oversees all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices without needing to seek client authorization. Thl Managers Vii, LLC's typical account size is $907.6 million. The average financial advisor at Thl Managers Vii, LLC oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The company's headquarters is located at 100 Federal Street, Boston, Massachusetts 2110. It is legally registered to serve investors in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Thl Managers Vii, LLC by the Numbers
$15.4 billion
163
17
$907.6 million
Fee Structure
Financial management fees are based on the type of financial services offered. Fee types billed by Thl Managers Vii, LLC most likely include any combination of the following fee structures: asset-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
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company provides services to pooled investment vehicles. Out of its 17 clients, Thl Managers Vii, LLC's largest client group is pooled investment vehicles. Just 6% of its 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
Thl Managers Vii, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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