Hansberger Growth Investors, LP (Madison)

Name: Hansberger Growth Investors, LP
Address: 550 Science Drive, Madison, WI, 53711
Telephone: 608-274-0300

Hansberger Growth Investors, LP is a large advisory firm based in Madison. It manages $403.49 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Hansberger Growth Investors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and subadvisory portfolio management in wrap sponsor programs. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hansberger Growth Investors: assets under management

The assets under management (AUM) of Hansberger Growth Investors, LP is $403.49 million. The firm's AUM has gone down by -83% since the beginning of its operation, and $5.67 million of the total AUM is attributable to clients outside of the United States.

The firm manages $294.45 million in discretionary accounts and $109.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $959.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.39 million.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 4% of the firm’s portfolio. Investments in investment and business development companies form 2% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hansberger Growth Investors, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hansberger Growth Investors serves?

The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Hansberger Growth Investors is other investment advisers with 13 clients and $109.05 million of assets under management. Among the 9 most similar advisory firms, Hansberger Growth Investors has the highest percentage of other investment advisers out of all clients.

The amount of regulatory assets under management is $388.97 million for 318 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Hansberger Growth Investors doesn't advise any private funds.

Careers at Hansberger Growth Investors, LP

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Thomas Ralph Henry Tibbles has served as the Chief Investment Officer since 1 Aug 2014. Kevin Sean Thompson joined the executive team most recently as the Chief Legal Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Katherine Louise Frank	Member of governing board of lp	1 Apr 2014	Other	2205883
Madison Asset Management	Managing partner and majority owner	1 Apr 2014	75% - 100%	130874
Elizabeth A Dettman	Chief financial officer	1 Apr 2014	Other	3031834
Inc. Oakville Management Group	Minority owner representing employee interests in firm	1 Apr 2014	Other	99-9999999
Elizabeth Anne Dettman	Chief financial officer, member of governing board of lp	1 Apr 2014	Other	3031834
William Sill Foster Schoyer	Member of governing board of lp	1 Apr 2014	Other	2527990
Thomas Ralph Henry Tibbles	Chief investment officer	1 Aug 2014	Other	4357032
Greg Zdzienicki	Chief compliance officer	1 Aug 2014	Other	6379129
Greg Bruno Zdzienicki	Chief compliance officer	1 Aug 2014	Other	6379129
Lisa Rae Lange	Chief legal officer	1 Mar 2015	Other	2154795
Alyssa Christine Light	Chief compliance officer	1 Jun 2016	Other	6663830
Alyssa Christine Rudakas	Chief compliance officer	1 Jun 2016	Other	6663830
Kevin Sean Thompson	Chief legal officer	1 Apr 2017	Other	5211343

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc Madison Investment Holdings	Holding company	1 Apr 2014	75% - 100%	110356
Frank Edward Burgess	Majority shareholder	1 Apr 2014	25% - 50%	2169320
Thomas Ralph Henry Tibbles	Shareholder	1 Apr 2014	50% - 75%	4357032
Barry Addison Lockhart	Shareholder	1 Apr 2014	25% - 50%	6416591

Based in Madison

The principal office where Hansberger Growth Investors, LP performs its advisory services is located at 550 Science Drive, Madison, WI 53711, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-274-0300 or by fax 608-274-7905. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at hansberger,com.