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Building 2PERPETUA

Map pinCAPE TOWN, WESTERN CAPE
Phone+ 27 021 180 4900
NotebookSEC #801-122011
Total AUM
$1.7B
Employees
24
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5TH FLOOR, THE CITADEL, 15 CAVENDISH STREET
CLAREMONT
CAPE TOWN, WESTERN CAPE
7708
South Africa
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
+ 27 021 180 4900

ReceiptFinancials

Total AUM
$1.7B
Accounts
26
Discretionary
$1.7B
Accounts
26
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$90.5M
Pension/Profit Sharing Plan Clients
4
AUM
$97.9M
Charitable Organization Clients
1
AUM
$15M
Government Entity Clients
11
AUM
$1.4B
Investment Advisor Clients
6
AUM
$73.3M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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