Ceredex Value Advisors LLC is a large advisory firm based in Orlando. It manages $8.01 billion of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Ceredex Value Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Ceredex Value Advisors LLC is $8.01 billion. The firm's AUM has grown by 235% since the beginning of its operation, and $166.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Ceredex Value Advisors 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.
The firm provides services to investment companies, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Ceredex Value Advisors is investment companies with 4 clients and $5.37 billion of assets under management. Among the 7 most similar advisory firms, Ceredex Value Advisors has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $7.44 billion for 30 clients. 5% of the firm’s clients are foreign persons or businesses.
Ceredex Value Advisors doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Mills Allen Riddick has served as the Chief Investment Officer since 1 Jan 2008 and Ashi Sarvabhaum Parikh is the Chief Executive Officer of Ceredex Value Advisors LLC family office. Inc. Virtus Partners joined the executive team most recently as the Sole Member.
The principal office where Ceredex Value Advisors LLC performs its advisory services is located at 301 East Pine Street, Orlando, FL 32801, 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 407-674-1270 or by fax 407-674-1271. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at ceredexvalue.com.