Aronson & Partners (Philadelphia)


Aronson & Partners is a large advisory firm based in Philadelphia. It manages $4.29 billion of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001.

Aronson & Partners provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aronson & Partners: assets under management

The assets under management (AUM) of Aronson & Partners is $4.29 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $4.29 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aronson & Partners for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Philadelphia

The principal office where Aronson & Partners performs its advisory services is located at 230 South Broad Street, Philadelphia, PA 19102, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 215-546-7500 or by fax 215-546-7506. The normal business hours are 7am to 7pm on Monday - Friday. You can find more information about the New York firm at www.aronsonpartners.com.