The ANDERSON HOAGLAND & CO is a privately held investment adviser that advises $1.27Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ANDERSON HOAGLAND & CO 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 99.5% over the last 5-years.
The Group has been registered with the SEC for 45.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 9811 SOUTH FORTY DRIVE, SUITE 200, ST. LOUIS, MO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 7 investment and 1 non-investment staff. The total number of Employees increased by 14.29% over the last 5-years.
Their $1.27Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $798.86mn or 63.14% of Total Assets and Charitable Organizations own $337.65mn or 26.69% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 76.25% and 23.75% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $24.16mn in assets.
The Group discloses advisory fees, fixed fees and management fees.
ANDERSON HOAGLAND & CO 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 ANDERSON HOAGLAND & CO's case, they have 9 business conditions that require high process maturity and 0 Watch Factors.