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Phillips Edison & Company, Ltd. (Cincinnati)


Phillips Edison & Company, Ltd. is a large advisory firm based in Cincinnati. It manages $1.79 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Ohio and Utah.

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Phillips Edison & Company 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.

Phillips Edison & Company: assets under management

The assets under management (AUM) of Phillips Edison & Company, Ltd. is $1.79 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phillips Edison & Company, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Phillips Edison & Company General partner 1 May 2004 Other 20-1155408
Michael Curtis Phillips Limited partner 1 May 2004 25% - 50% 805031
Jeffrey Simonson Edison Limited partner 1 May 2004 25% - 50% 1748564

Based in Cincinnati

The principal office where Phillips Edison & Company, Ltd. performs its advisory services is located at 11501 Northlake Drive, Cincinnati, OH 45249 1667, which is also the mailing address of the firm. An additional office of the firm is in Salt Lake City, UT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (513) 554-1110 or by fax (513) 956-5660. 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.phillipsedison.com.


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