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Stephens Group Asset Management, LLC
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Overview Share
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Little Rock, Arkansas
$737.6 million AUM
1 office

Stephens Group Asset Management, LLC is based in Little Rock, Arkansas and has $737.6 million in assets under management.

Location
100 River Bluff Drive
Suite 220
Little Rock, AR 72202
$737.6 million
AUM
5
Employees
AUM Share
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$737,577,564
Assets under management
263 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 44 $15,938,716 2% $362,244
High net worth individuals 61 $499,707,817 68% $8,191,931
Pension and profit sharing plans 6 $28,940,955 4% $4,823,492
Charitable organizations 6 $4,034,356 1% $672,393
Other corporations or businesses 5 $188,955,720 26% $37,791,144
Employees Share
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5
Employees
3
Investment analysts
60% of total employees
AUM per employee Share
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$737,577,564
Assets under management
$147,515,513
AUM per employee
$245,859,188
AUM per investment analyst
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Compensation

Stephens Group Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Stephens Group Asset Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 288,981
SEC number 801-111747
Legal structure Limited Liability Company
Legal governance Arkansas, United States
Latest ADV filing date May 20, 2020

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