Tegrit Investment Advisors LLC (Livonia)

Tegrit Investment Advisors LLC is a large advisory firm based in Livonia. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Michigan.

Tegrit Investment Advisors provides 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.

Tegrit Investment Advisors: assets under management

The assets under management (AUM) of Tegrit Investment Advisors LLC is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tegrit Investment Advisors 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.

Careers at Tegrit Investment Advisors LLC

Richard A Goldman has served as the Chief Investment Officer since 1 Feb 2009. Jerome Edward Burns joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen David Garrow	Manager	1 Mar 2008	Other	1316034
Tegrit Financial Group Llc	Member	1 Mar 2008	75% - 100%	26-2068982
Jerome Edward Burns	Chief compliance officer	1 Mar 2008	Other	1950603
Peter Frame Marquardt	Chief compliance officer	1 Sep 2008	Other	1247354
Richard A Goldman	Chief investment officer	1 Feb 2009	Other	4217504
Carrie Anne Lombardo	Interim ceo	1 Sep 2009	Other	5729083
Carrie Ann Lombardo	Interim ceo	1 Sep 2009	Other	5729083
Jerome Edward Burns	Chief compliance officer	1 Oct 2009	Other	1950603

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Municipal Employees Retirement Board	Trustee	1 Aug 1996	Other	38-1957940
Inc. Credit Suisse Private Equity	Shareholder	1 Jul 2000	75% - 100%	13-3805378
Inc. Dlj Mb Advisors	Owner	1 Aug 2000	75% - 100%	13-4129930
Inc. Credit Suisse (Usa)	Shareholder	1 Nov 2000	75% - 100%	13-1898818
Inc. Dlj Mb Fund	Owner	1 Jun 2005	75% - 100%	13-4134453
Jerome Edward Burns	Manager	1 Oct 2007	Other	1950603
Anne M Wagner	Manager	1 Oct 2007	Other	1110079
Derek Jones	Manager	1 Oct 2007	Other	5296555
Girard Cecil Miller	Manager	1 Oct 2007	Other	1773236
Stephen David Garrow	Manager	1 Oct 2007	Other	1316034
Anne Marie Wagner	Manager	1 Oct 2007	Other	1110079
Derek Kevin Jones	Manager	1 Oct 2007	Other	5296555
L. P. Mers Strategic Opportunities Fund	Member	1 Mar 2008	75% - 100%	20-2374788
Municipal Employees Retirement System Of Michigan	Limited partner	1 Mar 2008	75% - 100%	38-1957940
L. P. Dlj Fund Partners Ii	General partner	1 Mar 2008	Other	20-2998640

Based in Livonia

The principal office where Tegrit Investment Advisors LLC performs its advisory services is located at 19500 Victor Pkwy, Livonia, MI 48152 The mailing address of the firm is 19500 Victor Pkwy, Livonia, MI 48152. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-663-2443 or by fax 248-281-2900. The normal business hours are 9am-5pm on Monday - Friday.