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Building 2VALU TRAC INVESTMENT MANAGEMENT LTD

Map pinMORAY
Phone+44 (0)1343-880217
NotebookSEC #801-36899
Total AUM
$1.3B
Employees
62
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
MAINS OF ORTON FOCHABERS
MORAY
IV32 7QE
United Kingdom
Operating Hours
9.00AM TO 5.30PM
Monday - Friday
Phone
+44 (0)1343-880217

ReceiptFinancials

Total AUM
$1.3B
Accounts
15
Discretionary
$1.3B
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
17
AUM
$1.3B
Charitable Organization Clients
1
AUM
$12.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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