Earnest Partners, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 107926
- Registered since
- January 12, 1999
- Website
- www.earnestpartners.com
- Custodians
- THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- State / Municipal Government35.03%
- Pooled Investment Vehicles27.42%
- Other10.38%
- Investment Companies9.89%
- Pension & Profit Sharing Plans9.08%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Earnest Partners, LLC is a long-established SEC-registered investment adviser that provides portfolio management across individual, pooled vehicle, investment company, and institutional mandates. The firm charges both a percentage-of-AUM fee and performance-based fees, and it operates as a limited liability company serving individual and family clients as well as institutional investors. Earnest Partners does not identify as an ESG-focused allocator and is not described as a multi-state or pension consultant adviser in the available materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- US Government Bonds23%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents3%
- Other3%
Owners & executives
2 of 2James Wilson
Chief Compliance OfficerCRD 4379265
Paul Viera
Chief Executive OfficerCRD 1190111
Contacts
1 of 1Tasheika Hinson
CRD 7507683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$24.9M in ETFs
100%
$24.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $9M | 61,606 | 36.06% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1180 Peachtree St Ne
- Time zone
- ET (UTC-5)
- Office locations
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