Sign in Sign up for free

Target U.S. Management, LLC (Bridgewater)


Target U.S. Management, LLC is a large advisory firm based in Bridgewater. It manages $51 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Connecticut.

Target U.S. Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Target U.S. Management: assets under management

The assets under management (AUM) of Target U.S. Management, LLC is $51 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Target U.S. Management, 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Sash A Spencer Member 1 Apr 2004 75% - 100% 4388567
John F. Megrue Member 1 Jul 2004 75% - 100% 5074818

Based in Bridgewater

The principal office where Target U.S. Management, LLC performs its advisory services is located at Seven Ridgewood Drive, Bridgewater, CT 06752, 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 (860) 355-5758 or by fax (860) 210-0877. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Target U.S. Management, LLC