Christmas Corporation (Jakarta Timur)

Christmas Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and private fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Christmas Corporation: assets under management

The assets under management (AUM) of Christmas Corporation is $490 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 145% since the beginning of its operation, and $470 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $490 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $61.25 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 80% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 20% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Christmas Corporation 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.

What kind of clients Christmas Corporation serves?

The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Christmas Corporation is pooled investment vehicles with 1 clients and $190 thousand of assets under management. Among the 3 most similar advisory firms, Christmas Corporation has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $390 thousand for 8 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 95% of the firm’s clients are foreign persons or businesses.

Christmas Corporation also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000 for each fund.

Careers at Christmas Corporation

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Jakarta Timur

The principal office where Christmas Corporation performs its advisory services is located at Jalan Beton, Jakarta Timur, 13210, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +62 812 817 2890. The normal business hours are 9 to 6 pm on Other. You can find more information about the New York firm at christmascorp.com.

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