Signature FD

EST. AUM
$9,675,890,922

CONTACTS
18

CLIENT ACCOUNTS
11,102

Firm Details

Metro area Atlanta
CRD Number 112758
Website signaturefd.com
Client types

Overview

Signature FD is a $3.5B RIA/MFO based in Atlanta, Georgia with an additional office in Charlotte, North Carolina. The firm is associated with Frazier and Dieter, an accounting firm. They utilize an active/passive approach and prefer to find specialist, boutique investment managers and primarily allocate to mutual funds and ETFs in the core models. The exposure to private alternatives has been growing in recent years and actively evaluate hedge funds, private equity, direct deals/co-invest for clients that appropriately qualify. Tom Clarke leads the investment team and is supported by a number of due diligence analysts. While they act as generalists, they have core backgrounds in particular asset classes (Brad Kaufman in alternatives, David Langley Fixed Income for example).

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Signature FD

Platform Details

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