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| Keyboard |
| Bermuda Investment Advisory Services Limited
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|---|---|
| CRD # | 120715 |
| SEC # | 801-61310 |
| CIK # | |
| AUM | 257.4 M (2025-09-29) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 441-292-4292 |
| Address | Wessex House, 4th Flr Hamilton, Bermuda |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 137 | 39.6 |
| (b) Individuals (high net worth individuals) | 56 | 151.7 |
| (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 | 3 | 43.7 |
| (g) Pension and profit sharing plans | 2 | 19.8 |
| (h) Charitable organizations | 4 | 2.7 |
| (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 | 202 | 257.4 |
| By Discretionary | ||
| Discretionary | 56 | 151.7 |
| Non-Discretionary | 146 | 105.7 |
| Total | 202 | 257.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 211.6 | |
| United States Persons | 45.9 | |
| Total | 202 | 257.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
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