Augusta Capital Investors, LLC is a related adviser based in Augusta. It manages $4.35 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Georgia and South Carolina.
Augusta Capital Investors provides portfolio management for pooled investment vehicles 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.
The assets under management (AUM) of Augusta Capital Investors, LLC is $4.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 117% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Augusta Capital Investors, 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.
The only and largest group of clients of Augusta Capital Investors is pooled investment vehicles with 1 clients and $4.35 million of assets under management. Among the 3 most similar advisory firms, Augusta Capital Investors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.35 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Augusta Capital Investors also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Augusta Capital Investors, LLC performs its advisory services is located at 1100 Frazier Dr., Augusta, GA 30909, 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 706-364-4281 or by fax 706-228-4082. The normal business hours are 9am to 5pm eastern on Monday - Friday. You can find more information about the New York firm at augustacapital.co.