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| McInroy & Wood Limited
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| |
|---|---|
| CRD # | 316199 |
| SEC # | 801-122816 |
| CIK # | |
| AUM | $2.8 BB (2024-07-25) |
| Employees | 72 (31% Investors, 0% Brokers) |
| Phone | 4401620825867 |
| Address | Easter Alderston Haddington East Lothian, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | McInroy & Wood Balanced Fund | 2021-11-05 | 1,397.8 | |
| Other | McInroy & Wood Emerging Markets Fund | 2021-11-05 | 91.3 | |
| Other | McInroy & Wood Income Fund | 2021-11-05 | 249.5 | |
| Other | McInroy & Wood Smaller Companies Fund | 2021-11-05 | 178.5 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,030 | 1.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 1.2 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 31 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,075 | 2.8 |
| By Discretionary | ||
| Discretionary | 1,075 | 2.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,075 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 0.0 | |
| Total | 1,075 | 2.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Leeward Investments LLC
✚
|
MA | 2.8 |
|
Private Ocean LLC
✚
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CA | 2.8 |
|
BOK Financial Private Wealth Inc
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CO | 2.8 |
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Coastal Bridge Advisors LLC
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CT | 2.8 |
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Strategic Global Advisors LLC
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CA | 2.8 |
|
Advus Financial Partners LLC
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FL | 2.8 |
|
Two West Capital Advisors LLC
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KS | 2.8 |
|
The Welch Group LLC
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AL | 2.8 |
|
Csenge Advisory Group LLC
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FL | 2.8 |
|
Larson Financial Group LLC
✚
|
MO | 2.7 |