FISHER ASSET MANAGEMENT, LLC · Tank Allocator Loader

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FISHER ASSET MANAGEMENT, LLC

UUIDe0906008-394d-53dd-9386-f4a604cfdd4a

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	107342	107342	—	1.0
lei	549300YOG7L5RIDRN993	549300YOG7L5RIDRN993	—	—
sec_file_number	801-29362	801-29362	—	—

Profile

Websitehttps://www.fishercareers.com

HQ CityPLANO

HQ StateTX

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

FISHER INVESTMENTS adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)298,729,428,900.0
RAUM (discretionary)298,729,428,900.0
Actionable assets251,502,324,765.0
Accounts360,116.0

Institutional Clients

Government AUM18,121,075,520.0
Pension AUM4,537,792,872.0
Charitable AUM4,305,510,778.0
HNW AUM207,772,490,914.0

As of 2025-03-27 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
24FBFS GP, S.A.R.L.	GENERAL PARTNER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
24FBFS SCSP	SHAREHOLDER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ABU DHABI INVESTMENT AUTHORITY	SHAREHOLDER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ADVENT INTERNATIONAL GPE X	LIMITED PARTNER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FIJI AGGREGATOR GP, LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FIJI AGGREGATOR, LP	SHAREHOLDER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FISHER INVESTMENTS, INC.	MEMBER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FISHER, KENNETH, LAWRENCE	CO-TRUSTEE	OFFICER	—	{"filing_id": "2015450", "owner_id": "1811355", "source": "adv_part1", "table": "Schedule_A_B"}
FISHER, SHERRILYN	CO-TRUSTEE	OFFICER	—	{"filing_id": "2015450", "owner_id": "2564957", "source": "adv_part1", "table": "Schedule_A_B"}
KENNETH L. FISHER AND SHERRILYN A. FISHER FAMILY TRUST AGREEMENT	SHAREHOLDER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MUSSAFER, DAVID, MARKS	BOARD OF MANAGERS	OFFICER	—	{"filing_id": "2015450", "owner_id": "4341172", "source": "adv_part1", "table": "Schedule_A_B"}
ORNANI, DAMIAN, DAVID	CHIEF EXECUTIVE OFFICER, BOARD OF MANAGERS	OFFICER	—	{"filing_id": "2015450", "owner_id": "4122498", "source": "adv_part1", "table": "Schedule_A_B"}
PLATINUM FALCON B 2018 RSC LIMITED	MEMBER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
PLATINUM INTERNATIONAL INVESTMENT	SHAREHOLDER	OFFICER	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BLACK HOOK C 2024 LLC	MEMBER	EMPLOYEE	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FIJI BIDCO, INC.	MEMBER	EMPLOYEE	—	{"filing_id": "2015450", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
FISHEL, THOMAS, CHAPMAN	CHIEF COMPLIANCE OFFICER	EMPLOYEE	—	{"filing_id": "2015450", "owner_id": "1157055", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/10/2025 08:57:15 PM",
  "filing_id": "2015450",
  "reg_type": "IA"
}
```