Sussex Investments, Ltd. (Beachwood)


Sussex Investments, Ltd. is an adviser based in Beachwood. It manages $40.36 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Ohio.

Sussex Investments provides portfolio management for individuals and small businesses and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sussex Investments: assets under management

The assets under management (AUM) of Sussex Investments, Ltd. is $40.36 million. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $8.93 million in discretionary accounts and $31.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $637.71 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.96 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sussex Investments, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beachwood

The principal office where Sussex Investments, Ltd. performs its advisory services is located at One Chagrin Highlands, Beachwood, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-292-8221 or by fax 216-292-8283. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.

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