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- Custodian
- Capital Bank · Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Summit frontierRadial +more
- Established Date
- 04-01-2008
- Office Locations
- 1
Office Locations
About ASA Managed Account Managers LLC
ASA Managed Account Managers (Alternative Strategy Advisers) is a Minneapolis-based RIA on the Schwab Advisor Platform that builds customized, long-only separately managed fixed income portfolios aligned to each client’s risk and liquidity needs. The team applies decades of relative-value bond and derivatives expertise—drawing on hedge fund-style arbitrage and yield-curve trading—to navigate opaque municipal and U.S. government/agency markets for institutions, family offices, and accredited investors.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT DEAN ALBRIGHT
Principal
- CRD
- --
- Ownership
- 25% but less than 50%
ROLAND AUSTIN JACOBUS
--
- CRD
- --
- Ownership
- 25% but less than 50%
Peak ridge
Radial optima oak
- CRD
- #82781
- Ownership
- 37.4%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,057,402,000 | $4,678,770 |
| Non-Discretionary | $0 | -- |
| Total | $1,057,402,000 | $4,678,770 |
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Separately Managed Accounts
Total SMA Asset: $828,830,000
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $607,490,888 | 18.6% |
| U.S. Government/Agency | $1,152,926,256 | 35.3% |
| Cash | $656,482,089 | 20.1% |
| Other | $849,180,812 | 26.0% |
| Total | $3,266,080,045 | 100.0% |