Tenzio Partners, LLC (Wichita)

Tenzio Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tenzio Partners: assets under management

The assets under management (AUM) of Tenzio Partners, LLC is $115.99 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113.54 million in discretionary accounts and $2.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.98 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.45 million.

Investments

The firm invests in cash and cash equivalents the most. They account for 57% of the total AUM. The second-largest asset type is exchange traded securities, which make up 20% of the firm’s portfolio. Investments in investment and business development companies form 16% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tenzio Partners, 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.

What kind of clients Tenzio Partners serves?

The firm provides services to high net worth individuals and corporations or other businesses. The largest group of clients of Tenzio Partners is corporations or other businesses with 2 clients and $68.49 million of assets under management. Among the 8 most similar advisory firms, Tenzio Partners has the 2nd highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $115.99 million for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Tenzio Partners doesn't advise any private funds.

Careers at Tenzio Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 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.

Direct owners and executive officers

Based in Wichita

The principal office where Tenzio Partners, LLC performs its advisory services is located at 1625 N. Waterfront Parkway, Wichita, KS 67206, 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 316-440-7620 or by fax 316-264-0592. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at tenziopartners.com.

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