| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Albion Fund II, LP | Other Private | $3M | $250K |
| Albion Fund III, LP | Other Private | $2.6M | $250K |
| Albion Fund I, LP | Other Private | $157K | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ada Bernhard Control | President | Under 5% | 2021 |
| John Quincy Bird Control | Chairman, Ceo | 25-50% | 2020 |
| Ryan Jacobs Control | Chief Compliance Officer | Under 5% | 2024 |
Albion Management Group reports $1.9 billion in regulatory assets under management on its Form ADV.
Albion Management Group manages 3 private funds with combined gross assets of $5.8 million.
Albion Management Group reports 30 employees.
Albion Management Group is based in Salt Lake City, UT and has been SEC-registered since 1983.
Albion Management Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 812 East 2100 South, Salt Lake City, UT 84106 |
| Phone | 801-487-3700 |
| Fax | 801-487-3766 |
| Office hours | 7:30 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1054677 |
| Discloses disciplinary history | No |
| Discretionary | $1.74B |
| Non-discretionary | $117.7M |
| Total (RAUM) | $1.86B |