Overview
Assets Under Management: $846 million
High-Net-Worth Clients: 2
Average Client Assets: $65 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.27
Average High-Net-Worth Client Assets: $65 million
Total Client Accounts: 23
Discretionary Accounts: 22
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 297781
Filing ID: 1934752
Last Filing Date: 2025-03-14 09:21:00
Website: https://nsmb.bm