Hansberger Growth Investors, LP is a large advisory firm based in Madison. It manages $403.49 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Hansberger Growth Investors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and subadvisory portfolio management in wrap sponsor programs. 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 Hansberger Growth Investors, LP is $403.49 million. The firm's AUM has gone down by -83% since the beginning of its operation, and $5.67 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Hansberger Growth Investors, LP 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.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Hansberger Growth Investors is other investment advisers with 13 clients and $109.05 million of assets under management. Among the 9 most similar advisory firms, Hansberger Growth Investors has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $388.97 million for 318 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Hansberger Growth Investors doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Thomas Ralph Henry Tibbles has served as the Chief Investment Officer since 1 Aug 2014. Kevin Sean Thompson joined the executive team most recently as the Chief Legal Officer.
The principal office where Hansberger Growth Investors, LP performs its advisory services is located at 550 Science Drive, Madison, WI 53711, 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 608-274-0300 or by fax 608-274-7905. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at hansberger,com.