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Horizon Investments LLC

● SEC registered since 2000CRD 109552SEC# 801-57316Charlotte, NC
Export (members)
Reg. AUM
$5.36B
Employees
74
Accounts
1,481
Location
Charlotte, NC

Horizon Investments LLC assets under management

Horizon Investments LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2000. It reports $5.4 billion in regulatory assets under management and employs 74 people.

Horizon Investments LLC owners & executives

9 reported
NameTitleOwnershipSince
Calvin G Deboer ControlCoo / CtoUnder 5%2022
Danielle LearnedChief Of StaffUnder 5%2022
Horizon Parent Holdings, LLC ControlMemberOver 75%2021
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Frequently asked questions

How much does Horizon Investments LLC manage?

Horizon Investments LLC reports $5.4 billion in regulatory assets under management on its Form ADV.

How many employees does Horizon Investments LLC have?

Horizon Investments LLC reports 74 employees.

Where is Horizon Investments LLC located?

Horizon Investments LLC is based in Charlotte, NC and has been SEC-registered since 2000.

Does Horizon Investments LLC disclose fund performance?

Horizon Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277
Phone704-544-2399
Fax704-544-2883
Office hours9 To 5
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.08B
Non-discretionary$277.1M
Total (RAUM)$5.36B