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ANDERSEN GROUP INC ANDG

Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States.

Company profile

Business mix

  • The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning.
  • Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in personal services?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Durable Capital Partners Henry Ellenbogen 0.5% $45.4M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $45.4M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,670,485 / 0
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$43.3M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +1,670,485 (New) Total shares 1,670,485 Value $45.4M

Recent mentions

No public mentions.