Henderson North American Partners is a large advisory firm based in Hartford. It manages $583.22 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Illinois.
Henderson North American Partners provides portfolio management for pooled investment vehicles. 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 Henderson North American Partners is $583.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% 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 Henderson North American Partners for their services and products based on a percentage of assets under management and performance-based 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.
Iain Campbell Clark has served as the Chief Investment Officer since 1 Apr 1992 and Charles Henry Wurtzebach is the Chief Executive Officer of Henderson North American Partners family office. Heidemarie Gregoriev joined the executive team most recently as the Compliance Officer.
The principal office where Henderson North American Partners performs its advisory services is located at 1 Financial Plaza, Hartford, CT 06103, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 860-723-8751 or by fax 860-723-8725. The normal business hours are 9am to 5 pm on Monday - Friday.