Prihlásiť sa Zaregistrujte sa zadarmo

The Harbinger Group Jv (Birmingham)


The Harbinger Group Jv is a related adviser based in Birmingham. It manages $187.46 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Alabama.

Logo

The Harbinger Group Jv provides portfolio management for pooled investment vehicles and management of private market fund. 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 Harbinger Group Jv: assets under management

The assets under management (AUM) of The Harbinger Group Jv is $187.46 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $187.46 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $187.46 thousand each.
The Harbinger Group Jv has custody of $58.24 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Harbinger Group Jv for their services and products based on a percentage of assets under management 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Harbert Management Corporation Shareholder 1 Nov 1993 75% - 100% 63-1105435
Harbinger Corporation Shareholder 1 Nov 1993 75% - 100% 63-1105437
Joel Redman Wilson Shareholder 1 Nov 1993 75% - 100% 2784310

Based in Birmingham

The principal office where The Harbinger Group Jv performs its advisory services is located at 2100 Third Avenue North, Ste 600, Birmingham, AL 35203, 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 205/987-5500 or by fax 205/987-5505. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at harbert.net/.


Registered investment advisers similar to The Harbinger Group Jv