|
⚲
|
| Record Currency Management Limited
✚
|
|
|---|---|
| CRD # | 110893 |
| SEC # | 801-46575 |
| CIK # | |
| AUM | $101.9 BB (2024-06-27) |
| Employees | 85 (45% Investors, 0% Brokers) |
| Phone | 441753852222 |
| Address | Morgan House, Madeira Walk Berkshire, United Kingdom |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 81 | 11.6 |
| (g) Pension and profit sharing plans | 19 | 37.3 |
| (h) Charitable organizations | 8 | 7.9 |
| (i) State or municipal government entities | 12 | 44.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 101.9 |
| By Discretionary | ||
| Discretionary | 122 | 101.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 122 | 101.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 81.2 | |
| United States Persons | 20.7 | |
| Total | 122 | 101.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Corient Private Wealth LLC
✚
|
FL | 118.2 |
|
Invesco Asset Management Ltd
✚
|
107.4 | |
|
Cetera Investment Advisers LLC
✚
|
IL | 104.5 |
|
Osaic Wealth Inc
✚
|
AZ | 94.6 |
|
Cambridge Investment Research Advisors Inc
✚
|
IA | 87.4 |
|
Janney Montgomery Scott LLC
✚
|
PA | 85.9 |
|
MML Investors Services LLC
✚
|
MA | 72.8 |
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 72.0 |
|
Rathbones Investment Management Limited
✚
|
63.6 | |
|
Truist Advisory Services Inc
✚
|
GA | 61.4 |