Horizons Etfs Management (Us) LLC is a large advisory firm based in New York. It manages $279.35 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017.
Horizons Etfs Management (Us) provides portfolio management for investment companies. 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 Horizons Etfs Management (Us) LLC is $279.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 215% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Horizons Etfs Management (Us) 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.
The only and largest group of clients of Horizons Etfs Management (Us) is investment companies with 4 clients and $279.35 million of assets under management. Among the 12 most similar advisory firms, Horizons Etfs Management (Us) has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $279.35 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Horizons Etfs Management (Us) doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No 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 Horizons Etfs Management (Us) LLC performs its advisory services is located at 625 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-205-8300 or by fax 212-205-8390. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at horizonsetfsus.com.