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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bermuda Investment Advisory Services Limited
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|---|---|
| CRD # | 120715 |
| SEC # | 801-61310 |
| CIK # | |
| AUM | $223.7 M (2024-09-17) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 441-292-4292 |
| Address | Wessex House, 4th Flr Hamilton, Bermuda |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 21.7 |
| (b) Individuals (high net worth individuals) | 59 | 138.2 |
| (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 | 109 | 46.1 |
| (g) Pension and profit sharing plans | 2 | 14.9 |
| (h) Charitable organizations | 5 | 2.9 |
| (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 | 207 | 223.7 |
| By Discretionary | ||
| Discretionary | 59 | 138.2 |
| Non-Discretionary | 148 | 85.6 |
| Total | 207 | 223.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 206.2 | |
| United States Persons | 17.5 | |
| Total | 207 | 223.7 |
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|---|---|---|
|
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IL | 0.2 |
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Sage Investment Advisers LLC
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NY | 0.2 |
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Austerra Wealth Management LLC
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TX | 0.2 |
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Blodgett Wealth Advisors LLC
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0.2 | |
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NRI Wealth Management LLC
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CA | 0.2 |
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Montcalm TCR LLC
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CA | 0.2 |
|
Tandem Wealth Advisors LLC
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AZ | 0.2 |
|
Landmark Wealth Management Inc
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IL | 0.2 |
|
Releve Financial Group LLC
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AZ | 0.2 |
|
Connecticut Capital Management Group LLC
✚
|
CT | 0.2 |