Managers Investment Group LLC (Norwalk)

Name: Managers Investment Group LLC
Address: 800 Connecticut Avenue, Norwalk, CT, 06854
Telephone: 203-299-3500

Managers Investment Group LLC is a large advisory firm based in Norwalk. It manages $40.84 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Managers Investment Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Managers Investment Group: assets under management

The assets under management (AUM) of Managers Investment Group LLC is $40.84 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 389% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40.84 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.17 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Managers Investment Group LLC for their services and products based on a percentage of assets under management. 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.

Careers at Managers Investment Group LLC

Jeffrey Kent Seeley joined the executive team most recently as the Head Of National Accounts.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Michael Lebovitz	President (bd) / managing partner/executive board member (ia)	1 Apr 1999	Other	858855
Tmf Corp.	Managing member (ia)	1 Apr 1999	75% - 100%	04-3511740
Tmf Corp	Managing member	1 Apr 1999	75% - 100%	04-3511740
Nathaniel Dalton	Director (bd) / executive board member(ia)	1 Dec 2000	Other	xxx-xx-xxxx
John Iii Kingston	Director & secretary (bd)	1 Dec 2000	Other	xxx-xx-xxxx
Donald Stuart Rumery	Treasurer, chief financial officer and chief compliance officer (bd)	1 Dec 2000	Other	2052404
Daniel Joseph Shea	Director (bd)	1 Dec 2000	Other	xxx-xx-xxxx
John Henry Jr Streur	Managing partner/executive board member (ia)	1 Jan 2005	Other	1251132
Bruce M. Aronow	Managing partner/executive board member (ia)	1 Jan 2005	Other	4306940
Thomas Grant Hoffman	Executive vice president/chief investment officer (ia)	1 Jan 2005	Other	1490707
Maria A. Cancelosi	Chief compliance officer (ia)	1 Jan 2005	Other	4833267
Steven J. Adams	Chief financial officer (ia)	1 Jan 2005	Other	4307159
Maria A. Ricciuti	Chief compliance officer (ia)	1 Jan 2005	Other	4833267
Francesco Michael Gozzillo	Chief compliance officer (bd)	1 Jul 2005	Other	2099916
John Henry Jr Streur	Sr. managing partner/executive board member (ia)	1 Jan 2006	Other	1251132
John Henry Streur	Senior managing partner/executive board member	1 Jan 2006	Other	1251132
Keitha Lee Kinne	Managing partner/chief operating officer & chief investment officer (ia)/vice president (bd)	1 Jul 2007	Other	2039630
David Michael Cole	Chief compliance officer, sr. vice president, associate counsel (ia)	1 Mar 2008	Other	5508644
Gene Frederick Gunderson	Chief compliance officer (bd)	1 Sep 2008	Other	2914172
Kathleen Louise Hegyi	Chief compliance officer (ia)	1 Nov 2008	Other	2229746
Jeffrey Scott Murphy	Executive board member	1 Feb 2010	Other	1538053
Matthew Bradley Wallace	Chief compliance officer	1 Aug 2010	Other	4829197
Patrick Joseph Spellman	Chief compliance officer	1 Jan 2011	Other	3086822
Andrew Charles Louis Dyson	Executive board member	1 Jan 2012	Other	4340265
Jeffrey Kent Seeley	Partner, executive board member	1 Jan 2012	Other	2539223
Jeffrey Kent Seeley	Head of national accounts	1 Apr 2014	Other	2539223
Jeffrey Thomas Cerutti	Chief executive officer	1 Apr 2014	Other	2088682
Joseph Edmund Maccone	Head of sales	1 Apr 2014	Other	4273677

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Affiliated Managers Group	Corporate parent	1 Apr 1999	75% - 100%	04-3218510
Amg Global	Sole shareholder	1 Dec 2012	75% - 100%	27-2559382

Based in Norwalk

The principal office where Managers Investment Group LLC performs its advisory services is located at 800 Connecticut Avenue, Norwalk, CT 06854, which is also the mailing address of the firm. An additional office of the firm is in Conshohocken, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-299-3500 or by fax 203-299-3580. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.managersinvest.com.