Csat Investment Advisory, L.P. is a large advisory firm based in Ann Arbor. It manages $263.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Michigan.
Csat Investment Advisory provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Csat Investment Advisory, L.P. is $263.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Csat Investment Advisory, L.P. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Csat Investment Advisory is investment companies with 6 clients and $263.2 million of assets under management. Among the 10 most similar advisory firms, Csat Investment Advisory has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $263.2 million for 6 clients. None of the firm’s clients are foreign persons or businesses.
Csat Investment Advisory doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Harris Bak joined the executive team most recently as the Limited Partner.
The principal office where Csat Investment Advisory, L.P. performs its advisory services is located at 625 Avis Drive, Ann Arbor, MI 48108, which is also the mailing address of the firm. An additional office of the firm is in Detroit, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 734-821-6872. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at csatfund.com/.