Anderson Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,765,850
Clients
64
Advisors
1
of 1 employees
About
Anderson Asset Management provides discretionary and non-discretionary asset management to individuals, trusts, estates, charitable organizations, corporations, and other business entities, and also serves as investment manager to Weybridge Capital Partners, L.P., a private pooled investment vehicle. Investments in the Fund are offered only to accredited and qualified investors and generally require a significant initial capital contribution.
The firm builds customized portfolios based on clients’ stated objectives and risk tolerance, using fundamental analysis and a mix of long‑ and short‑term strategies while monitoring and rebalancing accounts as conditions change. In addition to advising individual accounts, Anderson manages the Fund and applies practices that differ from many solo advisers, including the use of margin in client accounts and performance‑based compensation arrangements for the pooled vehicle.
Distinctive features relative to peers include acting as a fund sponsor/manager and providing portfolio management for a private pooled vehicle, arrangements that are uncommon for a single‑advisor independent firm. The brochure discloses two investor complaints in 2016 concerning the Fund’s performance that were settled in 2018; no formal regulatory disciplinary actions were reported.
Client services
Expertise
Occupation focus
Fee options
$0 - $200,000: 2.00% $200,001 - $500,000: 1.75% $500,001+: 1.25%
20% of profits allocated to each limited partner of the Fund, with a 1.50% per annum management fee to the Fund (0.375% quarterly in advance).
Main office
2101 Highland Avenue, Suite 220
Birmingham AL 35205
Advisors at this office
1
Most active in
Alabama
Also doing business as
Anderson Asset Management · Anderson Pewitt & Associates · Anderson Pewitt & Associates, Inc. · Anderson Pewitt Asset Management · Anderson Pewitt Financial Consulting
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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