Schooner Investment Group LLC is an investment adviser to an investment company based in Wayne. It manages $36 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Pennsylvania.
Schooner Investment Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Schooner Investment Group LLC is $36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1700% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Schooner Investment Group LLC 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.
The principal office where Schooner Investment Group LLC performs its advisory services is located at 676 E. Swedesford Rd, Wayne, PA 19087, 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 484-580-8086 or by fax 888-828-8920. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at schoonerfunds.com.