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Building 2BIAS INVESTORS

Map pinHAMILTON
Phone441-292-4292
NotebookSEC #801-61310
Total AUM
$257.4M
Employees
6
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WESSEX HOUSE, 4TH FLR
45 REID STREET
HAMILTON
HM12
Bermuda
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
441-292-4292
Other Offices
1

ReceiptFinancials

Total AUM
$257.4M
Accounts
202
Discretionary
$151.7M
Accounts
56
Non-Discretionary
$105.7M
Accounts
146

ContactClients

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Individual Clients
137
AUM
$39.6M
HNW Individual Clients
56
AUM
$151.7M
Pooled Vehicle Clients
3
AUM
$43.7M
Pension/Profit Sharing Plan Clients
2
AUM
$19.8M
Charitable Organization Clients
4
AUM
$2.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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