Managers Investment Group LLC (Norwalk)


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.