Horizon Asset Management LLC

Horizon Asset Management LLC

Horizon Asset Management LLC

Date Founded



1111 Metropolitan Avenue,Suite 750,Charlotte, NC 28204-3426

Type of Company


Employees (Worldwide)



Investment Services & Portfolio Management

Company Description

Horizon Asset Management seeks to provide clients with sustainable, consistent rates of return through the use of a value-oriented investment approach. The firm's portfolios are constructed to provide risk-averse compounding of wealth with emphasis on absolute return, rather than relative return. They offer separately managed accounts that target a variety of risk-reward scenarios. Horizon Asset Management's investment strategies are based on sound, long-term value analysis and include products ranging from fixed-income to equity and from customized portfolios to structured products. Their research seeks to identify companies that are in transition, either in actuality or in perception. Horizon Asset Management has particular expertise in the identification and analysis of companies that are undergoing or have undergone significant changes in capital structure and can no longer be evaluated by institutional analysts through traditional models.

Executives & Employees

Managing Director & Co-Founder

President & Co-Founder


Founding Partner


General Counsel, Managing Director, Elected Manager & Assistant Secretary

Chief Compliance Officer

Senior Portfolio Manager & Co-Founder

Managing Director

Board of Directors

President & Co-Founder at Horizon Asset Management LLC

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Horizon Asset Management LLC
Recent Transactions
Details Hidden

Horizon Asset Management LLC purchases Kinetics Asset Management LLC resulting in a new company Horizon Kinetics LLC

Transaction Advisors
Investment Advisor

Advised onHorizon Asset Management LLC purchases Kinetics Asset Management LLC resulting in a new company Horizon Kinetics LLC

Advisors & Consultants

KPMG LLP engages in the provision of audit, tax and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.


Founded in 1979, Deutsche Bank Securities, Inc. is an SEC-registered broker/dealer headquartered in New York City. The firm is the investment banking and brokerage arm of Deutsche Bank AG (NYSE: DB). They provide investment products, underwriting, financial advisory services, mergers and acquisition advisory, brokerage services and financial advice. Deutsche Bank Securities focuses primarily on the consumer, energy, utilities, chemicals, financial institutions, financial sponsors, healthcare, hospitality, leisure, industrials, media, natural resources, real estate, technology and telecommunications sectors. The firm is a member of FINRA and the SIPC.


Part of Interactive Brokers Group, Inc., Interactive Brokers LLC is a company headquartered in Washington, DC, involved in security brokers, dealers, and flotation companies.

Legal Advisor

Partner at Simpson Thacher & Bartlett LLP