Albion Management Group
● SEC registered since 1983CRD 105957SEC# 801-18270Salt Lake City, UT
Ranks #2,179 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.01B
Fund GAV
$4.2M
Private funds
3
Employees
31
Accounts
2,298
Location
Salt Lake City, UT
Albion Management Group assets under management
Albion Management Group is an investment advisory firm registered with the SEC based in Salt Lake City, UT. The firm has been registered since 1983. It reports $2 billion in regulatory assets under management and employs 31 people. Albion Management Group manages 3 private funds with combined gross assets of $4.2 million, including Albion Fund III, LP. By regulatory assets, it ranks 2,179 of 6,004 private fund managers.
Albion Management Group private funds
3 funds · $4.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Albion Fund III, LP | Other Private | $2.8M | $250K |
| Albion Fund II, LP | Other Private | $1.4M | $250K |
| Albion Fund I, LP | Other Private | — | $250K |
Albion Management Group owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ada Bernhard Control | President | Under 5% | 2021 |
| John Quincy Bird Control | Chairman, Ceo | 25-50% | 2020 |
| Ryan Jacobs Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Albion Management Group manage?
Albion Management Group reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Albion Management Group manage?
Albion Management Group manages 3 private funds with combined gross assets of $4.2 million.
How many employees does Albion Management Group have?
Albion Management Group reports 31 employees.
Where is Albion Management Group located?
Albion Management Group is based in Salt Lake City, UT and has been SEC-registered since 1983.
Does Albion Management Group disclose fund performance?
Albion Management Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 812 East 2100 South, Salt Lake City, UT 84106 |
| Phone | 801-487-3700 |
| Fax | 801-487-3766 |
| Office hours | 7:30 a.m. To 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1054677 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.01B▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$2.01Bregulatory AUM
Discretionary $1.91BNon-discretionary $100.8M
Service providers
Auditor
Custodian
Administrator