Effettuare il login Iscriviti gratis

Armory Funds, LLC (Manhattan Beach)


Armory Funds, LLC is a large advisory firm based in Manhattan Beach. It manages $219.86 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Logo

Armory Funds provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Armory Funds: assets under management

The assets under management (AUM) of Armory Funds, LLC is $219.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 528% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $219.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.64 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Armory Funds, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nicholas William Tell Member 1 Jan 2008 25% - 50% 2349938
Eben Paul Perison Member 1 Jan 2008 25% - 50% 2926828
Nicholas William Tell Member 1 Feb 2013 25% - 50% 2349938
Eben Paul Perison Member 1 Feb 2013 25% - 50% 2926828

Based in Manhattan Beach

The principal office where Armory Funds, LLC performs its advisory services is located at 1230 Rosecrans Avenue, Suite 660, Manhattan Beach, CA 90266, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-643-9100 or by fax 310-643-9113. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at armorycapital.com.


Registered investment advisers similar to Armory Funds, LLC