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CSENGE ADVISORY GROUP
CSENGE ADVISORY GROUP, LLC is an SEC-registered investment adviser in CLEARWATER, FL, registered since 2011. The firm manages $3.2 billion in assets, with...
Overview
CSENGE ADVISORY GROUP, LLC is an SEC-registered investment adviser in CLEARWATER, FL, registered since 2011. The firm manages $3.2 billion in assets, with $2.6 billion managed on a discretionary basis. It employs 74 staff and 67 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is the firm’s known investment mandate?
No investment mandate has been disclosed publicly. A reasonable inference, given the lack of any marketing material, is that the office is a generalist allocator across private equity, public equities, real assets, and fixed income, with the sole objective of long-term wealth preservation and growth for a single family. There is no specific sector or stage focus on record.
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