Henley Usa, LLC (Auburndale)

Name: Henley Usa, LLC
Address: 275 Grove Street, Auburndale, MA, 02466
Telephone: 617 307 5850

Henley Usa, LLC is a large advisory firm based in Auburndale. It manages $397.22 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Massachusetts.

Henley Usa 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.

Henley Usa: assets under management

The assets under management (AUM) of Henley Usa, LLC is $397.22 million, all of which is managed in discretionary accounts. $24.95 million of the total AUM is attributable to clients outside of the United States.

The firm manages $397.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.11 million each.

Henley Usa has custody of $136.66 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Henley Usa, LLC for their services and products based on a percentage of assets under management, fixed fees, 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.

What kind of clients Henley Usa serves?

The only and largest group of clients of Henley Usa is pooled investment vehicles with 11 clients and $397.22 million of assets under management. Among the 7 most similar advisory firms, Henley Usa has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $397.22 million for 11 clients. None of the firm’s clients are foreign persons or businesses.

Henley Usa also advises several private funds. Namely, eleven real estate funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Henley Usa, LLC

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 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.

Based in Auburndale

The principal office where Henley Usa, LLC performs its advisory services is located at 275 Grove Street, Auburndale, MA 02466, 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 617 307 5850. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at investors.henleyus.com/.