Sign in Sign up for free

Aronson+Johnson+Ortiz, LP (Philadelphia)


Aronson+Johnson+Ortiz, LP is a large advisory firm based in Philadelphia. It manages $19.46 billion of regulatory assets for 120 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Massachusetts, Missouri, and 5 other states.

Logo



Aronson+Johnson+Ortiz provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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+Johnson+Ortiz: assets under management

The assets under management (AUM) of Aronson+Johnson+Ortiz, LP is $19.46 billion. The firm's AUM has grown by 176% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.16 billion in discretionary accounts and $296.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $296.91 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aronson+Johnson+Ortiz, LP for their services and products based on a percentage of assets under management and performance-based fees. 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Theodore Rosen Aronson Member 1 Dec 2002 50% - 75% 814306

Based in Philadelphia

The principal office where Aronson+Johnson+Ortiz, LP performs its advisory services is located at 230 South Broad Street, Philadelphia, PA 19102 4121, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run 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.ajopartners.com.


Registered investment advisers similar to Aronson+Johnson+Ortiz, LP