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MFWire: AdvisorShares
MUTUAL FUND FAMILY PROFILES [BETA]
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AdvisorShares Investments LLC
2 Bethesda Metro Center
Suite 1330
Bethesda, MD  20814
Google Maps

Contact
Main Phone: 877-843-3831
Web Site: http://www.advisorshares.com

Mutual Fund Brand(s)
AdvisorShares

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Noah Hamman, an alum of Rydex (now part of Guggenheim) and Merrill Lynch and a founding equity partner of Arrow Investment Advisors [see profile], founded AdvisorShares in late 2006. The Bethesda, Maryland-based exchange-traded mutual fund firm describes itself "as a platform for the development of actively managed ETFs."

    As of June 25, 2012, AdvisorShares has more than $605 million in assets under management. Its lineup includes 14 actively managed ETFs, as of June 25, 2012, powered by 13 sub-advisors, including:

    • Accuvest Global Advisors;
    • -American Wealth Management;
    • -Baldwin Brothers;
    • -Cambria Investment Management;
    • -Community Capital Management;
    • -First Affirmative Financial Network;
    • -Madrona Funds;
    • -Peritus Asset Management;
    • -Ranger Alternative Management;
    • -Reynders, McVeigh Capital Management;
    • Rockledge Advisors;
    • -TrimTabs Asset Management;
    • -WCM Investment Management


    AdvisorShares also partners with Philippe Cousteau Jr and his Global Echo Foundation.

    In November of 2008, Fund.com bought a minority stake in AdvisorShares. Fund.com offers a lead generation platform, as well as information on ETFs and mutual funds through its eponymous website.

    Fund.com also gives AdvisorShares several siblings. In 2009 Fund.com bought Whyte Lyon Socratic, an online education specialist, as well as a participating preferred stake in Vensure Employer Services, a professional employer organization. Whyte Lyon president Joe Bianco also succeeded Daniel Klaus as chairman of Fund.com.

    Then in 2010 Fund.com bought Weston Capital Management, a hedge fund distributor and originator with more than $1 billion in assets. At the time Hamman anticipated "working with Weston to originate ETFs as well as help other managers launch their own ETFs."

    As of March 31, 2017, the firm has a total AUM of $1.08 billion.
    Sponsored Opportunities



    Key People:
    Noah Hamman
    Founder, CEO, AdvisorShares
    Dan Ahrens
    Executive Vice President, AdvisorShares
    James Carl
    Managing Director, Distribution, AdvisorShares
    Charles Robertson
    Director of Marketing, AdvisorShares
    Story Archive for AdvisorShares Investments LLC
    Published On Story Headline Publication
    4/27/2022 A $2.4B-AUM Shop Adds Two Funds MFWire.com
    3/17/2022 A 66-Year-Old Boutique Leads, But Small Firms' Inflows Slow MFWire.com
    1/21/2022 With $2B of Inflows, an Ex-TAMP Leads This Pack MFWire.com
    8/24/2021 Pacer Leads As Small Firms' Inflows Share Rises 26 Percent MFWire.com
    3/19/2021 Small Firms' Inflows Jump 76 Percent MFWire.com
    9/20/2019 An Active ETF Shop Leads the Micro Pack MFWire.com
    9/19/2018 A Concentrated, Fundamental Shop Leads MFWire.com
    8/16/2018 A British Firm Brings In $221MM On This Side of the Pond MFWire.com
    3/30/2017 The New Fund Fuss - March 30, 2017 MFWire.com
    3/24/2017 Filings for Fundsters - March 24, 2017 MFWire.com
    1/20/2017 Filings for Fundsters - January 20, 2017 MFWire.com
    10/25/2016 Fundsters Meet in Beantown as Directors Meet in Chitown MFWire.com
    10/17/2016 Filings for Fundsters - October 17, 2016 MFWire.com
    10/13/2016 Filings for Fundsters - October 13, 2016 MFWire.com
    9/22/2016 The New Fund Fuss - September 22, 2016 MFWire.com
    9/6/2016 Filings for Fundsters - September 6, 2016 MFWire.com
    6/7/2016 Did This Subadvisor Just Get Ghosted? MFWire.com
    4/5/2016 Is This the End of the Beginning of the ETF Boom? MFWire.com
    3/20/2015 ProShares and iShares Win Big MFWire.com
    11/10/2014 Four ETF Shops Gain Special RayJay Access MFWire.com
    8/28/2013 Peritus Tweaks Its High Yield ETF MFWire.com
    8/8/2013 AdvisorShares Puts an ETF in the Pipeline MFWire.com
    8/8/2013 ETF Roundup: Five Funds Generate Buzz While Investors Show Nashville ETF Love MFWire.com
    7/23/2013 Rekenthaler Skewers Market Neutral Funds MFWire.com
    7/16/2013 AdvisorShares Launches International Equity-Shorting ETF MFWire.com
    7/15/2013 Unique ETF Ideas Keep on Coming MFWire.com
    6/19/2013 An SSgA Product Wins the New ETF Race, So Far MFWire.com
    6/7/2013 AdvisorShares Drops an ETF MFWire.com
    5/16/2013 Barron's and AdvisorShares Diss Berkowitz MFWire.com
    3/28/2013 Stork and Reaper for the Week of March 28, 2013 MFWire.com
    12/27/2012 Jaffe Tells Tales of Departed Funds MFWire.com
    12/18/2012 Chuck Jaffe Flings More Coal MFWire.com
    12/18/2012 AdvisorShares Launches a Multi-Asset Fund MFWire.com
    12/7/2012 Schwab Pushes For New ETF Fees MFWire.com
    12/5/2012 AdvisorShares Forges Four ETFs MFWire.com
    11/27/2012 Why Isn't Vanguard in the Active ETF Biz? MFWire.com
    8/1/2012 FocusShares Has a New CEO MFWire.com
    7/24/2012 Stork and Reaper for July 24, 2012 MFWire.com
    7/12/2012 Your Source Powers AdvisorShares' 15th ETF MFWire.com
    6/28/2012 AdvisorShares Turns to Laif Meidell MFWire.com
    6/27/2012 AdvisorShares Takes on Pimco MFWire.com
    6/11/2012 WSJ Goes Inside the Only Active, Short-Only ETF MFWire.com
    5/18/2012 AdvisorShares Thinks It's Time to GIVE MFWire.com
    5/7/2012 How Can Active ETFs Gain Traction? MFWire.com
    12/27/2011 Seeking Alpha Finds These New ETFs Useful MFWire.com
    9/9/2011 AdvisorShares Schedules an October Launch MFWire.com
    7/12/2011 Cousteau's Grandson Teams Up with an ETF Firm MFWire.com
    6/2/2011 AdvisorShares Preps to Expand its ETF Menu MFWire.com
    1/20/2011 AdvisorShares Makes an ETF 36 Bps Cheaper MFWire.com
    10/29/2010 December Will Yield Another AdvisorShares Launch MFWire.com
    10/25/2010 An Active ETF Specialist Shares its Quant Launch Plans MFWire.com
    7/9/2010 Fund Filings, Launches and PM Switches: July 9, 2010 MFWire.com
    3/30/2010 Fund.com Buys Again MFWire.com
    12/7/2009 When it Comes to Active ETFs, Big Players Have So Far Avoided Stocks MFWire.com
    12/1/2009 A Mutual Fund Titan Wants in on the Active ETF Action MFWire.com
    11/4/2009 An ETF Manager Gains Two New Siblings MFWire.com
    9/16/2009 AdvisorShares Makes a Dent in the Active ETF Space MFWire.com
    4/17/2009 An ETF Firm Brings in a Marketer MFWire.com
    3/13/2009 An ETF Firm Embarks on a Wholesaler Search MFWire.com
    3/12/2009 AdvisorShares Taps a Sub-Advisor for its Active ETF-of-ETFs MFWire.com
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