ANDERSON ASSET MANAGEMENT

Overview

Anderson Asset Management operates as a corporate-structured adviser that combines traditional public-fund based portfolio management with sponsorship and management of pooled investment vehicles. The firm serves both individual and family clients as well as institutional accounts, delivering discretionary portfolio management services and running at least one pooled vehicle in a hedge fund capacity. Its fee model includes a percentage-of-assets charge alongside performance-based fees, which aligns compensation with investment outcomes and suggests a willingness to run return-seeking, incentive-driven strategies. Investment activity centers on managed account solutions built primarily from mutual funds and other public pooled vehicles, while the firm also takes active roles as sponsor, general partner and managing member for private pooled vehicles. Anderson Asset Management is not positioned as an active ESG investor and does not operate as a multi-state adviser according to reported classifications. Custody and execution are handled through LPL Financial LLC, which shapes the product shelf and operational plumbing available to the firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices