Foundry Partners, LLC

Foundry Partners LLC is an investment advisory firm established in September 2012, based in Cleveland, OH. The firm specializes in discretionary management of client assets, primarily investing in domestic and international securities. They cater to high net worth individuals, investment companies, pension plans, corporations, and other entities. Foundry Partners also acts as a non-discretionary sub-advisor for model-based programs. As of December 31, 2024, the firm manages over $2 billion in assets under management. Clients are charged fees based on a percentage of assets under management, with fees prorated for significant withdrawals or contributions. Foundry Partners invoices clients quarterly and imposes a minimum annual fee, which can be negotiated. Clients may terminate agreements at any time. The firm's investment strategies include Large Cap Value, All Cap Value, Micro Cap Value Plus, Micro Cap Value, Small Cap Value, All Cap Core, Mid Cap Growth, and SMID Cap Core. Foundry Partners aims to act in clients' best interests and has not been involved in any disciplinary events in the past 10 years. The firm does not have custody of client assets, and accounts are held by unaffiliated custodians. Clients receive regular performance reports and have the option to vote on proxies. For more detailed information, clients can request specific policies and procedures from the firm.