Attucks Asset Management, LLC

RIASEC RegisteredEst. 2002

Total AUM

$3.9B

Discretionary

$3.9B

100% of AUM

Avg account

$214M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 118891
Registered since: February 25, 2002
Website: www.attucksfunds.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans77.32%
Insurance Companies12.39%
Other10.29%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Attucks Asset Management, LLC is an institutional SEC-registered investment adviser organized as an LLC and operating since 2002. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its advisory services emphasize portfolio management for businesses and institutions and the selection of other advisers, indicating it both manages mandates directly and allocates to external managers as part of its program. The firm identifies as a capital allocator and does not position itself as an active ESG investor or pension consultant. It is registered to advise in a single state jurisdiction only.