Company Description
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States.
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; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements.
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.
| Country | United States |
| Founded | 2002 |
| IPO Date | Dec 17, 2025 |
| Industry | Personal Services |
| Sector | Consumer Discretionary |
| Employees | 2,296 |
| CEO | Mark Vorsatz |
Contact Details
Address: 333 Bush Street, Suite 1700 San Francisco, California 94104 United States | |
| Phone | 415 764 2700 |
| Website | andersen.com |
Stock Details
| Ticker Symbol | ANDG |
| Exchange | NYSE |
| Stock Type | Common Stock |
| Share Class | Class A Shares |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| IPO Price | $16.00 |
| CIK Code | 2065708 |
| CUSIP Number | 033853102 |
| ISIN Number | US0338531025 |
| Employer ID | 33-4630773 |
| SIC Code | 7389 |
Key Executives
| Name | Position |
|---|---|
| Mark Lawrence Vorsatz | Chairman and Chief Executive Officer |
| Peter J. Coscia | Caribbean and East Regional Managing Director |
| Daniel Gerald DePaoli | Country MD - U.S. and Regional Managing Partner of North America |
| Joseph P. Karczewski | MD and Director |
| Dorice Pepin | Regional MD for the Central Region and Director |
| Neal Livingston | Chief Financial Officer |
| Gregory Vistica | Managing Director of Investor Relations |
| William Leroy Deckelman Jr., J.D. | Chief Legal Officer |
| Emad Asgari | Managing Director |
| Amy Frees | Managing Director |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| May 15, 2026 | SCHEDULE 13G/A | Filing |
| May 15, 2026 | SCHEDULE 13G | Filing |
| May 15, 2026 | SCHEDULE 13G/A | Filing |
| May 12, 2026 | 10-Q | Quarterly Report |
| May 12, 2026 | 8-K | Current Report |
| Apr 30, 2026 | ARS | Filing |
| Apr 30, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Apr 30, 2026 | DEF 14A | Other definitive proxy statements |
| Apr 29, 2026 | SCHEDULE 13G/A | Filing |
| Apr 28, 2026 | 8-K | Current Report |