Investor Select Advisors Limited (New York)

Name: Investor Select Advisors Limited
Address: 350 Madison Avenue, New York, NY, 10017
Telephone: 212-744-9100

Investor Select Advisors Limited is a large advisory firm based in New York. It manages $111.34 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.

Investor Select Advisors Limited provides pension consulting services 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.

Investor Select Advisors Limited: assets under management

The assets under management (AUM) of Investor Select Advisors Limited is $111.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $111.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.11 million each.

Investor Select Advisors Limited has custody of $8.92 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investor Select Advisors Limited 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 Investor Select Advisors Limited

John Barry Trammell has been acting as President since 1 Sep 2000. Duet Group Limited joined the executive team most recently as the Equity Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Barry Trammell	President	1 Sep 2000	Other	1449109
Carl Hans Tiedemann	Chairman	1 Sep 2000	25% - 50%	1162026
Limited Brestco Investments	Greater than 5% owner	1 Sep 2000	25% - 50%	001
Investor Select Advisors Holdings Limited	Parent company	1 Nov 2000	75% - 100%	29581
Duet Alternative Investments Limited	Parent company	1 Nov 2000	50% - 75%	29581
Stephen T Perrino	Cfo	1 Apr 2001	Other	4356467
Paul Charles Warren	Ceo and greater than 5% owner	1 Oct 2007	Other	5576357
Tue Sando	Chief compliance officer	1 Mar 2009	Other	5841852
Henry Isak Gabay	Director	1 May 2009	Other	2359644
Osman Semerci	Director	1 May 2009	Other	2249838
Clive John Smalley	Director	1 May 2009	Other	5841853
Shinji Yoshikawa	Director	1 May 2009	Other	3158906
Douglas Alan Morse	Director & ceo	1 Jul 2010	Other	2927565

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Nicholas Patrick Baudouin Bullman	Shareholder	1 Sep 2000	75% - 100%	2014447
Duet Smyrna Limited	Equity owner	1 Feb 2010	75% - 100%	1559619
Henry Isak Gabay	Equity owner	1 Feb 2010	25% - 50%	2359644
Alain Ludwig Schibl	Equity owner	1 Feb 2010	25% - 50%	5141100
Osman Semerci	Equity owner	1 Feb 2010	25% - 50%	2249838
Eric De Candia	Ceo & equity owner	1 Jul 2010	25% - 50%	5870771
Duet Group Limited	Equity owner	1 Feb 2100	50% - 75%	98-0639821

Based in New York

The principal office where Investor Select Advisors Limited performs its advisory services is located at 350 Madison Avenue, New York, NY 10017, 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 212-744-9100 or by fax 212-744-9520. The normal business hours are 8:30am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.investorselectadvisors.com.