Advisorshares

RIASEC RegisteredEst. 2009

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$95.7M

Accounts

18

Employees

11

Advisory reps

4

Firm details

Headquarters: Bethesda, Maryland
CRD number: 149782
Registered since: August 4, 2009
Website: advisorshares.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Advisorshares is an SEC-registered institutional RIA organized as an LLC and registered in 2009. The firm serves primarily institutional clients and operates on a percentage-of-AUM fee model. Its stated advisory activity centers on portfolio management for investment companies, and the firm is also classified as a CPO/CTA, indicating it operates or advises pooled vehicles that may use futures or other commodity-related instruments. Advisorshares is not positioned as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Noah Hamman
Founder and CEOCRD 2193633
Daniel Ahrens
Managing Director and Chief Operating OfficerCRD 2000128
Stefanie Little
Chief Compliance OfficerCRD 4393611

Contacts

1 of 1

James Carl
Managing Director of SalesCRD 4037544

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$297M in ETFs

Passive

97%

$289M

Active

3%

$8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM)	BlackRock	Passive	Large Growth	$66.7M	194,494	22.47%

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Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 4800 Montgomery Ln
Time zone: ET (UTC-5)
Office locations

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