ALPhacat Managers, Ltd. (Pembroke)


ALPhacat Managers, Ltd. is a large advisory firm based in Pembroke. It manages $1.61 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2013.

ALPhacat Managers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

ALPhacat Managers: assets under management

The assets under management (AUM) of ALPhacat Managers, Ltd. is $1.61 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.61 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.63 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay ALPhacat Managers, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at ALPhacat Managers, Ltd.

Jo Anne Stanton joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Lixin Zeng Chief executive officer 1 Dec 2005 Other 4275019
Ltd. Validus Ventures Corporate owner 1 Jul 2008 75% - 100% foreign
Richard John Lowther Chief operating officer, executive vice president 1 Oct 2008 Other 6134865
Robert Francis Kuzloski General counsel, chief compliance officer 1 Jan 2009 Other 6134869
Joseph P Brooks Portfolio manager, executive vice president 1 Dec 2011 Other 3107533
Jo Anne Stanton Chief financial officer 1 Jan 2014 Other 6290721

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Ltd. Validus Holdings Corporate owner 1 Jul 2008 75% - 100% 98-0501001

Based in Pembroke

The principal office where ALPhacat Managers, Ltd. performs its advisory services is located at 29 Richmond Road, Pembroke, 08, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441-278-9347. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at validusholdings.com.