The GRYPHON FINANCIAL PARTNERS GROUP is a privately held investment adviser that advises $2.18Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. GRYPHON FINANCIAL PARTNERS GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 84.89% over the last 5-years.
The Group has been registered with the SEC for 8.68 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 325 JOHN H. MCCONNELL BLVD. SUITE 425, COLUMBUS, OH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 16 investment and 14 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $2.18Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 41 other accounts. Assets of High Net Worth Individuals clients own $1.89Bn or 86.89% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $144.97mn or 6.65% of Total Assets.
The Group's top investment strategies include Traditional LBO, Real Estate and Early Stage, representing 56.87%, 32.78% and 10.35% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
GRYPHON FINANCIAL PARTNERS GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a MEDIUM risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In GRYPHON FINANCIAL PARTNERS GROUP's case, they have 14 business conditions that require high process maturity and 0 Watch Factors.