SAFEGUARD ASSET MANAGEMENT LLC
  • SAFEGUARD ASSET MANAGEMENT LLC

Adviser Profile

As of Date 12/10/2023
Registration status Terminated
Contact Info 215 xxxxxxx
Websites
AUM* 7,728,949 286%
of that, discretionary 7,728,949 286%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 7,728,949 286%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

8M 7M 6M 4M 3M 2M 1M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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