Siegel Asset Management Partners

Overview

Siegel Asset Management Partners is organized as an LLC and operates as an institutional registered investment adviser that charges fees as a percentage of assets under management. The firm’s stated advisory activity is portfolio management for individuals and small businesses, while its profile also lists an institutional client base; filings show a single client relationship, which may reflect a principal institutional mandate or a high-net-worth private client. The firm does not describe itself as a capital allocator, is not flagged as an active ESG investor, and is not documented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives