The Leuthold Group, LLC is a large advisory firm based in Minneapolis. It manages $1.21 billion of regulatory assets for 101 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Florida, Louisiana, and 3 other states.
The Leuthold Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Leuthold Group, LLC is $1.21 billion. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Leuthold Group, LLC for their services and products based on a percentage of assets under management and subscription fees. 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.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of The Leuthold Group is investment companies with 5 clients and $926.75 million of assets under management. Among the 12 most similar advisory firms, The Leuthold Group has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.21 billion for 101 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.
The Leuthold Group also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 24 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 11 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.
The principal office where The Leuthold Group, LLC performs its advisory services is located at 150 South Fifth Street, Minneapolis, MN 55402, 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 612-332-9141 or by fax 612-332-0797. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at lwcm.com.