Anderson Asset Management

Overview

Anderson Asset Management is structured as a privately owned corporation that operates primarily as a hedge fund manager and discretionary portfolio advisor. The firm serves a mix of individual and family clients as well as institutional investors, and it provides portfolio management for both individual/small-business accounts and pooled investment vehicles. Its business model includes acting as sponsor, general partner, and managing member of pooled funds, and its fee schedule combines a percentage-of-AUM component with performance-based fees. The adviser does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices