Hottinger & Co Limited

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Hottinger & Co Limited
CRD #316515
SEC #801-122761
CIK #
AUM $1.2 BB (2024-03-28)
Employees 24 (33% Investors, 0% Brokers)
Phone442072273400
Address4 Carlton Gardens, St Jamess
London, United Kingdom
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1300104078052026002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 25 17.5
(b) Individuals (high net worth individuals) 165 698.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 25 20.3
(h) Charitable organizations 1 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 21 126.9
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 28 161.6
(n) Other 35 200.9
Total 572 1,226.9
By Discretionary
Discretionary 238 609.6
Non-Discretionary 334 617.3
Total 572 1,226.9
By Non-United States Persons
Non-United States Persons 1,189.6
United States Persons 37.3
Total 572 1,226.9
Comparable Firms State AUM ($BB)
True Private Wealth Advisors LLC
OR 1.2
The Financial Advisory Group LLC
TX 1.2
Nilsine Partners LLC
CO 1.2
Nevastar Finance Ltd
1.2
Euro Pacific Asset Management LLC
PR 1.2
Campbell Newman Asset Management Inc
WI 1.2
Bigsur Wealth Management LLC
FL 1.2
Meridian Wealth Advisors LLC
TX 1.2
Anderson Financial Partners Inc
FL 1.2
PER Stirling Capital Management LLC
TX 1.2
Terms | Privacy | Guide
tony@aum13f.com