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Building 2ALPHACAT

Map pinPEMBROKE
Phone441-278-9000
NotebookSEC #801-77896
Total AUM
$3.4B
Employees
23
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 RICHMOND ROAD
PEMBROKE
HM 08
Bermuda
Operating Hours
9-5
Monday - Friday
Phone
441-278-9000

ReceiptFinancials

Total AUM
$3.4B
Accounts
9
Discretionary
$3.4B
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$2.7B
Pension/Profit Sharing Plan Clients
1
AUM
$735.6M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PERCENTAGE OF PREMIUMS ON REINSURANCE & UNDERWRITING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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