Rorer Asset Management LLC (Conshohocken)


Rorer Asset Management LLC is a large advisory firm based in Conshohocken. It manages $610.12 million of regulatory assets for 2,678 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Rorer Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rorer Asset Management: assets under management

The assets under management (AUM) of Rorer Asset Management LLC is $610.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $610.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $227.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rorer Asset Management 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Affiliated Managers Group 100% stockholder of managing member 1 Jan 1999 50% - 75% 04-3218510
Edward Crawley Rorer Chairman, chief investment officer and principal 1 Jan 1999 75% - 100% 403802
Inc. Amg Northeast Holdings 100% stockholder 1 Jan 1999 75% - 100% 04-3511694

Based in Conshohocken

The principal office where Rorer Asset Management LLC performs its advisory services is located at Eight Tower Bridge, Conshohocken, PA 19428, 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)530-4300 or by fax (484)530-3830. The normal business hours are 9:00am - 5:00pm on Monday - Friday.