Wl Ross & Co. LLC
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Overview
Wl Ross & Co. LLC is an advisory firm that has its headquarters in Dallas, Texas. The firm manages $1.6 billion in assets throughout 16 accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). It has a small group, including 4 financial advisors. Wl Ross & Co. LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, bonds and stocks.
Wl Ross & Co. LLC oversees 14 of its client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing to seek client permission. It also manages two non-discretionary accounts totaling $109.4 million in assets under management. The investment advisory firm supervises an average of $99.6 million for every account. The typical advisor at Wl Ross & Co. LLC administers about four client accounts, placing it among the most personalized advisor firms in the country.
The company's headquarters is located at 2001 Ross Avenue, Dallas, Texas 75201. The firm is permitted to serve clients throughout 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wl Ross & Co. LLC by the Numbers
$1.6 billion
19
16
$99.6 million
Fee Structure
Financial advisory fees largely vary depending on the type of services offered. Fees billed by the company likely consist of some combination of the following fee types: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Wl Ross & Co. LLC.
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
Wl Ross & Co. LLC caters to pooled investment vehicles. Out of its 16 accounts, Wl Ross & Co. LLC's largest client by number of accounts is pooled investment vehicles. Around 38% 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
Wl Ross & Co. LLC does not have any disclosures.
Please visit its Form ADV for more details.
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