Investment adviser · CRD 109552
HORIZON INVESTMENTS LLC
Investment adviser filing (IA)
CHARLOTTE, NC, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $8.47B Form ADV · Item 5.F
- Client accounts
- 1,467 Accounts, not individual clients
- Employees
- 76 Reported in this filing
- Advisory professionals
- 23 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 |
|---|---|---|---|
| Investment companies | 26 | $7,714,473,680 | 91.1% |
| Individuals | 1,438 | $538,538,102 | 6.4% |
| Other investment advisers | Fewer than 5 | $186,672,227 | 2.2% |
| Pooled investment vehicles | 2 | $32,129,612 | 0.4% |
Filing source
Form ADV 2073839 · Mar 16, 2026 · 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 16, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Fixed
Principal office
6210 ARDREY KELL ROAD, STE 300CHARLOTTE, NC, 28277, United States
CRD 109552
Filing source
Form ADV 2073839 · Mar 16, 2026 · 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.