Alternative Investment Group Services, L.P. is a large advisory firm based in Southport. It manages $886.7 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.
Alternative Investment Group Services provides 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 Alternative Investment Group Services, L.P. is $886.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and $261.67 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Alternative Investment Group Services, L.P. 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.
The firm provides services to other investment advisers and pooled investment vehicles. The largest group of clients of Alternative Investment Group Services is pooled investment vehicles with 12 clients and $886.7 million of assets under management. Among the 10 most similar advisory firms, Alternative Investment Group Services has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $886.7 million for 13 clients. 50% of the firm’s clients are foreign persons or businesses.
Alternative Investment Group Services also advises several private funds. Namely, seven hedge funds and one private equity fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 22 people that are either part- or full-time employees. 55 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.
The principal office where Alternative Investment Group Services, L.P. performs its advisory services is located at 2960 Post Road, Southport, CT 06890, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-256-9326 or by fax 203-255-3718. The normal business hours are 9:00 a.m - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at altinv.com/.