EARNEST PARTNERS, LLC

RIASEC RegisteredEst. 1999

Total AUM

$42.6B

Discretionary

$42.6B

100% of AUM

Avg account

$5.7M

Accounts

7,515

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 107926
Registered since: January 12, 1999
Website: www.earnestpartners.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government35.03%
Pooled Investment Vehicles27.42%
Other10.38%
Investment Companies9.89%
Pension & Profit Sharing Plans9.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Earnest Partners, LLC is a privately held investment manager organized as an LLC and SEC-registered since 1999. The firm positions itself as an active portfolio manager for a mix of individuals and families as well as institutional clients, providing portfolio management for individual accounts, investment companies, pooled vehicles and institutional/business clients. Its business model combines traditional percentage-of-AUM fees with performance-based fees, and it is classified as an “other” fund provider rather than a capital allocator. Earnest Partners does not identify as an active ESG investor in the available disclosures.