PPrivate Fund Data Log in Join · $37/mo

Burt Associates, Incorporated

CRD 105211SEC# 801-23924North Bethesda, MD
Export (members)
No longer SEC-registered. Burt Associates, Incorporated appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$876.2M
Employees
15
Accounts
1,364
Location
North Bethesda, MD

Burt Associates, Incorporated assets under management

Burt Associates, Incorporated is a registered investment adviser overseen by the SEC based in North Bethesda, MD. It reports $876.2 million in regulatory assets under management and employs 15 people.
View on SEC.gov ↗

Burt Associates, Incorporated owners & executives

3 reported
NameTitleOwnershipSince
Bai Holdings, Incorporated ControlHolding CompanyOver 75%2003
Frederick Joseph Cornelius ControlPresident, Ceo And Chief Compliance OfficerUnder 5%2003
Maria Georgeanne Cornelius ControlExecutive Vice PresidentUnder 5%2003

Frequently asked questions

How much does Burt Associates, Incorporated manage?

Burt Associates, Incorporated reports $876.2 million in regulatory assets under management on its Form ADV.

How many employees does Burt Associates, Incorporated have?

Burt Associates, Incorporated reports 15 employees.

Where is Burt Associates, Incorporated located?

Burt Associates, Incorporated is based in North Bethesda, MD.

Does Burt Associates, Incorporated disclose fund performance?

Burt Associates, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6116 Executive Blvd, Suite 550, North Bethesda, MD 20852
Office hours9:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$876.2M
Non-discretionary$0
Total (RAUM)$876.2M