NAMESAKE GROUP

NAMESAKE GROUP is an SEC-registered investment adviser (CRD 324779). Regulatory assets under management: $11.4M.

Registration

• CRD: 324779
• Type: Registered investment adviser
• Phone: 248-672-4402
• Latest filing: 2026-07-21
• Regulatory AUM: $11.4M
• Discretionary AUM: $8.8M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324779 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search