Investment adviser · CRD 164863
FOUNDRY PARTNERS, LLC
Investment adviser filing (IA)
CLEVELAND, OH, United States · Form ADV filed Mar 24, 2025
- Regulatory AUM
- $2.05B Form ADV · Item 5.F
- Client accounts
- 68 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 65 | $1,765,733,061 | 86.2% |
| Investment companies | 1 | $281,729,567 | 13.7% |
| High-net-worth individuals | Fewer than 5 | $1,087,182 | 0.1% |
| Pooled investment vehicles | 1 | $1,029,444 | 0.1% |
Filing source
Form ADV 1965376 · Mar 24, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2025. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1660 W SECOND STREET, SUITE 910CLEVELAND, OH, 44113, United States
CRD 164863
Filing source
Form ADV 1965376 · Mar 24, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.