Carillon Tower Advisers, Inc. is an investment adviser to an investment company based in St Petersburg. It manages $17.5 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Carillon Tower Advisers provides portfolio management for investment companies and 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.
The assets under management (AUM) of Carillon Tower Advisers, Inc. is $17.5 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 9312% since the beginning of its operation, and $1 of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Carillon Tower Advisers, Inc. 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Susan Lavelle Walzer is investment companies with 1 clients and $17.4 billion of assets under management. Among the 10 most similar advisory firms, Carillon Tower Advisers has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $17.5 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Carillon Tower Advisers also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 130 people that are either part- or full-time employees. 1 percent of the employees work as investment advisers or researchers. 12 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.
Susan Lavelle Walzer has been acting as President since 1 Jan 2018. Damian Daniel Sousa joined the executive team most recently as the Director.
The principal office where Carillon Tower Advisers, Inc. performs its advisory services is located at 880 Carillon Parkway, St Petersburg, FL 33716, which is also the mailing address of the firm. An additional office of the firm is in Parker, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-521-1195 or by fax 727-567-8285. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at eagleasset.com.