Pilgrim Baxter Value Investors Inc (Wayne)
Pilgrim Baxter Value Investors Inc is a large advisory firm based in Wayne. It manages $904.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Pilgrim Baxter Value Investors provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Pilgrim Baxter Value Investors: assets under management
The assets under management (AUM) of Pilgrim Baxter Value Investors Inc is $904.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Pilgrim Baxter Value Investors Inc 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.
Careers at Pilgrim Baxter Value Investors Inc
Michael Sutton has served as the Chief Investment Officer since 1 Jul 2001. Brian Christopher Dillon joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Wayne
The principal office where Pilgrim Baxter Value Investors Inc performs its advisory services is located at 1400 Liberty Ridge Drive, Wayne, PA 19087 5593, 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 610-647-4100 or by fax 610-722-9138. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at uam.com.
Registered investment advisers similar to Pilgrim Baxter Value Investors Inc
- Bainco International Investors
- Horter Investment Management
- Tricor Pacific Capital Partners (Fund Iv), Ulc
- Astraeus Advisers
- L. Roy Papp & Associates
- Tfc Financial Management
- Victoria 1522 Investments
- Hexam Capital
- The Longchamp Group
- Ml & R Wealth Management
- Morgan Keegan Trust Company, F.S.B
- Mutual Service Corporation
- Lnk Partners
- Paracle Advisors
- Tattersall Advisory Group