Sensus Investment Management Group LLC (Englewood Cliffs)

Name: Sensus Investment Management Group LLC
Address: 560 Sylvan Avenue, Englewood Cliffs, NJ, 07632
Telephone: 888-736-7871

Sensus Investment Management Group LLC is a mid-sized advisory firm based in Englewood Cliffs. It manages $47.05 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of New Jersey and New York.

Sensus Investment Management Group provides portfolio management for individuals and small businesses and pension consulting 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.

Sensus Investment Management Group: assets under management

The assets under management (AUM) of Sensus Investment Management Group LLC is $47.05 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.03 million in discretionary accounts and $40.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.72 million.

Investments

The firm invests in investment and business development companies the most. They account for 89% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 8% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sensus Investment Management Group 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.

What kind of clients Sensus Investment Management Group serves?

The only and largest group of clients of Sensus Investment Management Group is individuals with 10 clients and $47.05 million of assets under management. Among the 4 most similar advisory firms, Sensus Investment Management Group has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $47.05 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sensus Investment Management Group doesn't advise any private funds.

Careers at Sensus Investment Management Group LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Boaz Witelson	Managing member / chief compliance officer	1 Dec 2007	75% - 100%	4618473
James Vincent Pizzo	Managing member	1 Dec 2007	25% - 50%	839582
8 To 5 Ventures Llc	Member	1 Dec 2007	25% - 50%	1937
8 To 5 Ventures Llc	Member	1 Apr 2008	25% - 50%	1937
Dennis Douglas Shaya	Cfo/chief compliance officer	1 Aug 2008	Other	5586577

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Jason Travis	Member	1 Jan 2002	25% - 50%	2313261
Stephanie Travis	Member	1 Jul 2003	75% - 100%	4744650

Based in Englewood Cliffs

The principal office where Sensus Investment Management Group LLC performs its advisory services is located at 560 Sylvan Avenue, Englewood Cliffs, NJ 07632, 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 888-736-7871 or by fax 888-736-7871. The normal business hours are 9:00 am -5:00 pm on Monday - Friday. You can find more information about the New York firm at sensusgroup.com.