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Fisco Investment Management, L.P. (Atlanta)


Fisco Investment Management, L.P. is a mid-sized advisory firm based in Atlanta. It manages $26.56 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2003.

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

Fisco Investment Management: assets under management

The assets under management (AUM) of Fisco Investment Management, L.P. is $26.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.79 million each.
Fisco Investment Management has custody of $26.56 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fisco Investment Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Fisco Investment Management, L.P. performs its advisory services is located at 1899 Powers Ferry Road, Se, Atlanta, GA 30339, 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 678-905-5731 OR 5723 or by fax 770-859-9291. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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