Overview
Assets Under Management: $13.3 billion
Frequently Asked Questions
PETERCAM INSTITUTIONAL ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166048), PETERCAM INSTITUTIONAL ASSET MANAGEMENT is subject to fiduciary duty under federal law.
According to their SEC Form ADV, PETERCAM INSTITUTIONAL ASSET MANAGEMENT offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
PETERCAM INSTITUTIONAL ASSET MANAGEMENT manages $13.3 billion in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, PETERCAM INSTITUTIONAL ASSET MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Total Client Accounts: 240
Discretionary Accounts: 200
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 166048
Filing ID: 1821288
Last Filing Date: 2024-03-27 12:17:00