CRD: 113584
Pope Asset Management, LLC
$114.8M Total AUM
$114.8M Disc. AUM
2.2% 3Y CAGR
3 Employees
59 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2001
- Office Locations
- 1
Office Locations
5100 Poplar Avenue Suite 3120 Memphis TN
About Pope Asset Management, LLC
Pope Asset Management, LLC is a Memphis-based RIA. The firm has been operating for 24 years. Managing $114.8M in total assets under management, with 3 advisory representatives. They custody assets with US Bank. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$38.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
21.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
24yrs Firm Age
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Asset Classes
Radial eagle Value Pathway alpha
Client Personas
Momentum
Investment Vehicles
Insight momentum
Services
Optima vital Bridge
Owner & Executives
W
WILLIAM PAUL WELLS
Chief Executive Officer, President
- CRD
- --
- Ownership
- 5% but less than 10%
(653) 912-1178
vital.unison@embercapital.com
in linkedin.com/in/focus-frontier
A
ALISON GUY HILL
Corporate Secretary
- CRD
- --
- Ownership
- Less than 5%
(823) 773-2063
quantum.frontier@pathwaycapital.com
in linkedin.com/in/radial-vector
O
Optima unison
Quantum zenith
- CRD
- #82201
- Ownership
- 5.3%
(704) 667-1238
alpha.bridge@embercapital.com
in linkedin.com/in/catalyst-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,763,857 | $1,945,150 |
| Non-Discretionary | $0 | -- |
| Total | $114,763,857 | $1,945,150 |
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Separately Managed Accounts
Total SMA Asset: $114,763,857
Equity - Exchange:
22.0% Cash:
58.7% Sovereign Bonds:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $882,321,839 | 22.0% |
| Cash | $2,354,195,089 | 58.7% |
| Sovereign Bonds | $774,036,887 | 19.3% |
| Total | $4,010,553,815 | 100.0% |