Fisher Asset Management is a fund manager in Plano with $192.40 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Fisher Investments Inc
SEC CIK
IRS number
202480800
SEC advisor number
801-29362
FINRA CRD number
107342
AUM ?
$192.40 bn
(as of 6 Apr 23)
Accounts
269,289
(as of 6 Apr 23)
Employees
3,349
(1574 investment advisory or research)
Address
Fisher Asset Management
5525 NW FISHER CREEK DRIVE
CAMAS
WA 98607
5525 NW FISHER CREEK DRIVE
CAMAS
WA 98607
Office hours
Monday - Friday, 7 A.M. TO 5 P.M.
Phone
650-851-3334
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fisher, Kenneth, Lawrence | Executive Chairman, Chairman Board of Managers, Co-chief Investment Officer, Investment Policy Committee | 05/1979 | < 5% |
Silk, Jeffery, Lee | Vice Chairman, Co-chief Investment Officer, Investment Policy Committee | 12/1988 | < 5% |
Ornani, Damian, David | Chief Executive Officer, Board of Managers | 07/2016 | 10-25% |
Fishel, Thomas, Chapman | Chief Compliance Officer | 01/2005 | < 5% |
Fisher Investments, Inc. | Member | 04/2005 | > 75% |
Fisher, Kenneth, Lawrence | Co-trustee | 12/1986 | > 75% |
Fisher, Nathan, C | Board of Managers | 06/2013 | < 5% |
Fisher, Sherrilyn | Co-trustee | 12/1986 | > 75% |
Kenneth L. Fisher and Sherrilyn A. Fisher Family Trust Agreement | Shareholder | 12/2012 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Fisher Investments | $192.40 bn | |
Fisher Investments Institutional Group African Equity Fund | $174.27 k | Other Private Fund |
Fisher Investments Institutional Group All Foreign Small Cap Equity Quant Fund | $633.27 k | Other Private Fund |
Fisher Investments Institutional Group Emerging Markets Equity Fund | $186.22 mm | Other Private Fund |
Fisher Investments Institutional Group Foreign Equity Fund | $91.28 mm | Other Private Fund |
Fisher Investments Institutional Group Frontier Markets Equity Fund | $6.13 mm | Other Private Fund |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
5 Mar 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Dec 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Dec 23
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
SC 13G
Fisher Asset Management / Fisher Asset Management ownership change
6 Feb 23