Van Den Berg Management I, Inc. is a large advisory firm based in Austin. It manages $1.03 billion of regulatory assets for 913 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Van Den Berg Management I provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Van Den Berg Management I, Inc. is $1.03 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and $367.54 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Van Den Berg Management I, Inc. for their services and products based on a percentage of assets under management, fixed fees, 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 individuals, investment companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Van Den Berg Management I is high net worth individuals with 122 clients and $285.42 million of assets under management. Among the 4 most similar advisory firms, Van Den Berg Management I has the 2nd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.03 billion for 913 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.
Van Den Berg Management I doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 29 percent of the employees work as investment advisers or researchers. 12 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 Van Den Berg Management I, Inc. performs its advisory services is located at 805 Las Cimas Parkway, Austin, TX 78746 9903, 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 800-664-4888 or by fax 512-329-0816. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cmadvisorsfunds.com/ and its LinkedIn profile.