INGHAM RETIREMENT GROUP
INGHAM RUSSELL INVESTMENT ADVISORS INC Legal Name
Adviser information for INGHAM RETIREMENT GROUP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 825 | $739.0M |
| Non-Discretionary | 244 | $1.3B |
| Total | 1,069 | $2.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 609 | $105.9M |
| HNW Individuals | 172 | $372.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 288 | $1.6B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-39323 |
|---|---|
| SEC ERA File Number | 801-39323 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106299 |
| Legal Entity Identifier | None |
Principal Office
9350 SOUTH DIXIE HIGHWAYSUITE 1560
MIAMI
FL
United States
Monday - Friday, 8:30-5:00
Tel: 305-671-2200, Fax: 305-670-6745
Websites
Chief Compliance Officer
MELANIE HANCOCK BROWN
ASSOC. GENERAL COUNSEL
9350 SOUTH DIXIE HIGHWAY
SUITE 1560
MIAMI
FL
United States
Tel:
813-379-9549
Fax:
305-670-6745
M************@***************M
(Full email address available in API data)
Industry Affiliates
| INGHAM RETIREMENT GROUP | Insurance company or agency |
| INGHAM RETIREMENT GROUP | Pension consultant |
| MIDAMERICA SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| PASI INVESTMENTS, LLC | Other investment adviser, including financial planners |
| TRPC ADVISORY SERVICES | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EICHBERG, MARC, JEFFREY | Individual | – | SENIOR VICE PRESIDENT | 06/1991 | < 5% |
| INGHAM & COMPANY | Domestic Entity | – | SHAREHOLDER | 01/1991 | > 75% |
| RIORDAN, MATTHEW, GERARD | Individual | – | CHIEF FINANCIAL OFFICER | 12/2020 | < 5% |
| U.S. RETIREMENT PARTNERS, INC. | Domestic Entity | INGHAM & COMPANY | SHAREHOLDER | 12/2020 | > 75% |
| USRP HOLDINGS, INC. | Domestic Entity | U.S. RETIREMENT PARTNERS, INC. | SHAREHOLDER | 12/2020 | > 75% |
| KUSRP ACQUISITION, INC. | Domestic Entity | USRP HOLDINGS, INC. | SHAREHOLDER | 12/2020 | > 75% |
| KUSRP HOLDINGS, INC. | Domestic Entity | KUSRP INTERMEDIATE, INC. | SHAREHOLDER | 06/2023 | > 75% |
| hale, patrick, william | Individual | – | PRESIDENT | 03/2023 | < 5% |
| Hancock Brown, Melanie, Joy | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| SCHNEIDER, MEGAN, E | Individual | – | CHAIRMAN & TREASURER | 03/2023 | < 5% |
| Pierre, Jacques | Individual | – | SENIOR VP & SECRETARY | 03/2023 | < 5% |
| KUSRP INTERMEDIATE, INC. | Domestic Entity | KUSRP ACQUISITION, INC. | SHAREHOLDER | 06/2023 | > 75% |
| TVG-KUSRP HOLDINGS, LP | Domestic Entity | KUSRP HOLDINGS, INC. | SHAREHOLDER | 06/2023 | > 75% |
| TVG-KUSRP HOLDINGS GP, LLC | Domestic Entity | TVG-KUSRP HOLDINGS, LP | GENERAL PARTNER | 06/2023 | |
| TVG-KUSRP AGGREGATOR, LP | Domestic Entity | TVG-KUSRP HOLDINGS, LP | LIMITED PARTNER | 06/2023 | 50-75% |
| TVG-KUSRP HOLDINGS GP, LLC | Domestic Entity | TVG-KUSRP AGGREGATOR, LP | GENERAL PARTNER | 06/2023 | |
| VISTRIA FUND V, LP | Domestic Entity | TVG-KUSRP AGGREGATOR, LP | LIMITED PARTNER | 06/2023 | 50-75% |
| VISTRIA FUND V (FT), LP | Domestic Entity | TVG-KUSRP AGGREGATOR, LP | LIMITED PARTNER | 06/2023 | 25-50% |
| VISTRIA GP V, LP | Domestic Entity | VISTRIA FUND V, LP | GENERAL PARTNER | 06/2023 | |
| VISTRIA GP V, LP | Domestic Entity | VISTRIA FUND V (FT), LP | GENERAL PARTNER | 06/2023 |