FISHER ASSET MANAGEMENT, LLC of PLANO, TX is an SEC-registered investment adviser (CRD 107342). Regulatory assets under management: $386.7B.
Compensation: % of AUM, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Kenneth Lawrence Fisher | CO-TRUSTEE; EXECUTIVE CHAIRMAN, CHAIRMAN BOARD OF MANAGERS, CO-CHIEF INVESTMENT OFFICER, INVESTMENT POLICY COMMITTEE; SHAREHOLDER | — |
| Damian David Ornani | CHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS | — |
| Thomas Chapman Fishel | CHIEF COMPLIANCE OFFICER | — |
| Sherrilyn Fisher | CO-TRUSTEE | — |
| David Marks Mussafer | BOARD OF MANAGERS | — |
| FISHER KENNETH LAWRENCE | CEO, CHAIRMAN BOARD OF MANAGERS, CO-CIO, INVESTMENT POLICY COMMITTEE; CEO, CHAIRMAN OF THE INVESTMENT POLICY COMMITTEE; CEO, CIO, CHAIRMAN BOARD OF MANAGERS, INVESTMENT POLICY COMMITTEE (+5 more) | — |
| SILK JEFFERY | COO, PRESIDENT, INVESTMENT POLICY COMMITTEE; COO, PRESIDENT, MEMBER OF THE INVESTMENT POLICY COMMITTEE; VICE CHAIRMAN, INVESTMENT POLICY COMMITTEE (+1 more) | — |
| TEUFEL ANDREW SEVERIN | ASSISTANT PRESIDENT, DIRECTOR OF RESEARCH, INVESTMENT POLICY COMMITTEE; ASSISTANT PRESIDENT, MEMBER OF THE INVESTMENT POLICY COMMITTEE; CO-PRESIDENT, BOARD OF MANAGERS, DIRECTOR OF RESEARCH, INVESTMENT POLICY COMMITTEE (+3 more) | — |
| TRIPLETT STEVEN ROBERT | ASSISTANT PRESIDENT; CHIEF OPERATING OFFICER, BOARD OF MANAGERS; CO-PRESIDENT (+1 more) | — |
| ORNANI DAMIAN DAVID | CHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS; CO-PRESIDENT; CO-PRESIDENT, BOARD OF MANAGERS (+2 more) | — |
| FISHEL THOMAS CHAPMAN | CHIEF COMPLIANCE OFFICER | — |
| OROSCHAKOFF MICHELLE BRYAN | GENERAL COUNSEL; GENERAL COUNSEL, SECRETARY | — |
| SILK JEFFERY LEE | VICE CHAIRMAN, BOARD OF MANAGERS, CO-CHIEF INVESTMENT OFFICER, INVESTMENT POLICY COMMITTEE; VICE CHAIRMAN, CO-CHIEF INVESTMENT OFFICER, INVESTMENT POLICY COMMITTEE; VICE CHAIRMAN, VICE CHAIRMAN BOARD OF MANAGERS, CO-CHIEF INVESTMENT OFFICER, INVESTMENT POLICY COMMITTEE (+2 more) | — |
| FISHER SHERRILYN | CO-TRUSTEE; SVP, CFO, CORPORATE SECRETARY | — |
| SILK JEFFREY | COO, MEMBER OF THE INVESTMENT POLICY COMMITTEE; COO, PRESIDENT, MEMBER OF THE INVESTMENT POLICY COMMITTEE | — |
| KENEALY DEGLIN FRANCIS | EXECUTIVE VICE PRESIDENT | — |
| RUIZ DAVID LAMONT | CFO | — |
| FISHER NATHAN C | BOARD OF MANAGERS | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| FI INSTITUTIONAL GROUP EMERGING MARKETS EQUITY FUND | Other Private Fund | Delaware | 3 | $236.7M | $5.0M |
| FI INSTITUTIONAL GROUP FOREIGN EQUITY FUND | Other Private Fund | Delaware | 2 | $63.3M | $5.0M |
| FI INSTITUTIONAL GROUP ALL FOREIGN SMALL CAP EQUITY QUANT FUND | Other Private Fund | Delaware | 1 | $1.1M | $5.0M |
| FI INSTITUTIONAL GROUP ALL FOREIGN EQUITY FUND | Other Private Fund | Delaware | 1 | $15K | $5.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| CAMAS | WA | 478 | 650-851-3334 |
| TAMPA | FL | 225 | (888) 823-9566 |
| SAN MATEO | CA | 57 | 800-851-8845 |
| WOODSIDE | CA | 20 | 800-851-8845 |
| GREENWOOD VILLAGE | CO | 7 | 800-851-8845 |
| PHOENIX | AZ | 4 | 480-664-7499 |
| HOUSTON | TX | 3 | 281-502-7074 |
| BELLEVUE | WA | 3 | 425-434-3001 |
| IRVINE | CA | 2 | 949-774-7000 |
| OAKBROOK TERRACE | IL | 1 | 630-568-5382 |
| NORTHBROOK | IL | 1 | 8474477161 |