Midwest Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Midwest Advisors provides discretionary and non-discretionary portfolio management to a small, selective client base that includes high-net-worth individuals, charitable organizations, institutional clients and other investment advisers. The firm focuses on separate account strategies that invest principally in equity securities of companies engaged in the U.S. real estate industry and may employ options as part of its strategies.
The firm’s investment approach is primarily fundamental with a value bias, supported by industry contacts, on-site research and attendance at real estate conferences to form a bottom-up view of issuers and local markets. Strategies include a real estate long-short program and a long-only value program, and the firm may use hedging, leverage and concentrated positions, which can increase volatility and turnover.
What is atypical about Midwest Advisors is its mix of client types and compensation arrangements: it manages assets for other investment advisers, institutional and charitable clients and also uses performance-based fees for qualifying accounts, all of which are relatively uncommon among peers. The firm manages a modest amount of regulatory assets with a very small number of accounts, uses soft-dollar arrangements for research (including FactSet), and maintains policies intended to allocate opportunities equitably when accounts are managed side-by-side.
Client services
Expertise
Fee options
Between 1.0% and 1.5% annually, negotiated on a client-by-client basis
Up to 25% of total market return annually for qualified clients
Account minimum: $1,000,000 for accounts charged a performance-based fee; $100,000 for all other accounts (may accept lower amounts at discretion)
Main office
7733 Forsyth Blvd, Suite 1100
Saint Louis MO 63105
Advisors at this office
1
Most active in
Missouri
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
Quick links
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