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Building 2HERONBRIDGE

Map pinBATH
Phone011-441225 328300
NotebookSEC #801-76855
Total AUM
$1.3B
Employees
11
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 GAY STREET
BATH
BA1 2PD
United Kingdom
Operating Hours
08.30-17.30
Monday - Friday
Phone
011-441225 328300

ReceiptFinancials

Total AUM
$1.3B
Accounts
5
Discretionary
$1.3B
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
4
AUM
$1.3B
Charitable Organization Clients
1
AUM
$84M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

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 1 other business.

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