FIDUCIARY MANAGEMENT, INC.
|
|
FIDUCIARY MANAGEMENT, INC.
(CRD# 109149)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Milwaukee, WI.
The SEC approved the firm to operate as an RIA in
Apr 1980.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$20.6 Billion,
with discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
3%
of RAUM.
Non-US investors represent
5%
.
|
|
FIDUCIARY MANAGEMENT, INC.
also reported in
Mar 2019
-
24
employees,
with
16
performing advisory functions.
-
A total of 2 office locations.
-
No registrations with foreign financial regulatory authorities.
-
NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
|
|
FIDUCIARY MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.
|
|
|
|
|
|
|
|
|
|
FIDUCIARY MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities:
AZ-Apr 1980, CA-Apr 1980, CO-Apr 1980, CT-Apr 1980, DC-Apr 19
, DE-Mar 2014, FL-Feb 2014, GA-Feb 2017, IL-Mar 2014, IN-Apr 1
, KS-Feb 2014, MA-Feb 2014, MD-Apr 1980, MI-Apr 1980, MN-Apr 1
, MO-Apr 1980, NJ-Mar 2014, NV-Apr 1980, NY-Jun 2006, OH-Apr 1
, PA-Sep 2009, SC-Feb 2015, TN-Apr 1980, TX-Feb 2014, VA-Jul 2
, WA-Apr 1980, WI-Apr 1980
|
|
|
|
Disclaimer:
The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
|
|
|
|
|
|
|
|
