Sofaer Global Research (Uk) Limited is a large advisory firm based in London. It manages $255.33 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.
Sofaer Global Research (Uk) Limited provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sofaer Global Research (Uk) Limited is $255.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sofaer Global Research (Uk) Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael John Browne has been acting as President since 1 Sep 2000. Elias Menashe Sofaer joined the executive team most recently as the Shareholder.
The principal office where Sofaer Global Research (Uk) Limited performs its advisory services is located at 9 Upper Belgrave Street, London, Sw1 X 8 Bd, 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 44-(0)20-7259-4462 or by fax 44-(0)20-7259-4413. The normal business hours are 08:00-18:00 on Monday - Friday. You can find more information about the New York firm at www.sofaer.com.