Stephens Investment Management Group, LLC
Assets Under Management
$7.6B
Number of Clients
174
Number of Advisors
12
Average Client AUM
$43.9M
AUM per Advisor
$636.4M
Compensation
Fee-Only (AUM)
About This Firm
Stephens Investment Management Group (SIMG) offers investment advisory services to institutions, high net worth individuals, pension plans, foundations, corporations, and mutual funds. Their investment focus is on U.S. equity securities, using a long-only approach. SIMG manages client assets under seven distinct investment management strategies through separately managed accounts and sub-advisory relationships.
Fee Structure
SIMG charges fees based on a percentage of assets under management. The specific percentage varies depending on the investment strategy selected, and fees are negotiable. SIMG may also enter into asset/performance-based fee arrangements with certain qualified clients. Minimum account sizes range from $1,000,000 to $3,000,000 depending on the strategy.
Areas of Practice
Location
111 Center Street, Little Rock, AR, 72201