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Old Mutual Customised Solutions PTY Limited
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CRD # | 148959 |
SEC # | 801-69945 |
CIK # | 0001463524 |
AUM | $229.5 MM (2024-03-26) |
Employees | 6 (67% Investors, 0% Brokers) |
Phone | 27215095022 |
Address | Mutual Park Pinelands, South Africa |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.2 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3 | 0.2 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 3 | 0.2 |
Total | 3 | 0.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 0.2 | |
Total | 3 | 0.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001463524] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pemberwick Investment Advisors LLC
✚
|
CT | 0.2 |
Capstone Asset Management LLC
✚
|
PA | 0.2 |
Lehrer Kenneth Eugene Dr
✚
|
TX | 0.2 |
One Stone Global LLC
✚
|
MA | 0.2 |
Curafin Advisors LLC
✚
|
AZ | 0.2 |
CIC LLC
✚
|
FL | 0.2 |
Artist Capital Management LLC
✚
|
NY | 0.2 |
Windmark Investment Partners Inc
✚
|
DE | 0.2 |
Ginjer AM
✚
|
0.2 | |
ICR Partners LLC
✚
|
TN | 0.2 |