Greer Anderson Capital LLC is a large advisory firm based in Greenwich. It manages $199.02 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 Connecticut.
Greer Anderson Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. 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 Greer Anderson Capital LLC is $199.02 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Greer Anderson Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Greer Anderson Capital is pooled investment vehicles with 3 clients and $196.97 million of assets under management. Among the 11 most similar advisory firms, Greer Anderson Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $196.97 million for 3 clients. None of the firm’s clients are foreign persons or businesses.
Greer Anderson Capital also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.
The company employs 6 people that are either part- or full-time employees. 67 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.
Gary Nelsen Anderson has served as the Chief Investment Officer since 1 Oct 2008. Thomas John Muhlfeld joined the executive team most recently as the Chief Compliance Officer.
The principal office where Greer Anderson Capital LLC performs its advisory services is located at 200 Greenwich Avenue, Greenwich, CT 06830 6471, 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 203-304-7666 or by fax 203-930-3693. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at greerandersoncapital.com.