ADVISORSHARES

Overview

Advisorshares is an SEC-registered investment adviser formed as an LLC in 2009 that services institutional clients on a percentage-of-AUM fee basis. The firm’s listed advisory activity is portfolio management for investment companies, and its corporate filings identify CPO/CTA activity, indicating it operates in the commodity pooled/managed-trading space in addition to traditional advisory roles. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is described as a domestic entity/individual ownership structure. Advisorshares does not present itself as a capital allocator; its client base is institutional. The firm also indicates an industry affiliation with a law firm. That affiliation alongside the CPO/CTA designation suggests a regulatory and product-focused operating model rather than a retail wealth-management franchise.

Assets & Accounts

Public Holdings

Investments & Alternatives