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-focused investment advisor that acts as a capital allocator and as a manager-of-managers. The firm has been SEC-registered since 2002, charges clients on a percentage-of-AUM basis, and lists portfolio management for businesses or institutions and the selection of other advisers as its primary advisory activities. Filings indicate the firm does not position itself as an ESG investor. Investment activity is weighted toward public equities, with a clear preference for exchange-traded instruments as the core exposure. Attucks uses third-party managers for some strategies, which allows it to mix internally directed allocations with specialist external fund managers for non-core or niche exposures.