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| Bermuda Investment Advisory Services Limited
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|
|
|---|---|
| CRD # | 120715 |
| SEC # | 801-61310 |
| CIK # | |
| AUM | $219.3 MM (2024-06-04) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 441-292-4292 |
| Address | Wessex House, 4th Flr Hamilton, Bermuda |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 21.7 |
| (b) Individuals (high net worth individuals) | 59 | 141.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 112 | 40.5 |
| (g) Pension and profit sharing plans | 2 | 13.1 |
| (h) Charitable organizations | 5 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 219.3 |
| By Discretionary | ||
| Discretionary | 59 | 141.4 |
| Non-Discretionary | 150 | 77.8 |
| Total | 209 | 219.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 206.2 | |
| United States Persons | 13.1 | |
| Total | 209 | 219.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CBG & Company Inc
✚
|
IN | 0.2 |
|
BNB Wealth Management LLC
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|
MD | 0.2 |
|
Total Solutions Enterprise LLC
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NC | 0.2 |
|
Simplex Wealth Management LLC
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|
CA | 0.2 |
|
Fidelis IM LLC
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|
OR | 0.2 |
|
Aurora Investment Counsel
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GA | 0.2 |
|
HMM Group LLC
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|
CA | 0.2 |
|
Fisher & Wiens Wealth Management LLC
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|
CA | 0.2 |
|
Signature Resources Capital Management LLC
✚
|
CA | 0.2 |
|
Hancock Whitney Investment Services Inc
✚
|
LA | 0.2 |