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Building 2DELTEC INVESTMENT ADVISERS LIMITED

Map pinNASSAU
Phone1-242-302-4100
NotebookSEC #801-77983
Total AUM
$20.1M
Employees
4
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
DELTEC HOUSE, LYFORD CAY
NASSAU
N-3229
Bahamas, The
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
1-242-302-4100

ReceiptFinancials

Total AUM
$20.1M
Accounts
13
Discretionary
$18.4M
Accounts
11
Non-Discretionary
$1.7M
Accounts
2

ContactClients

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Individual Clients
1
AUM
$2.5M
HNW Individual Clients
1
AUM
$3.7M
Corporation or Business Clients
8
AUM
$13.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual 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 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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