Delancey Asset Management Limited (London)
Delancey Asset Management Limited is a large advisory firm based in London. It manages $839.75 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016.
Delancey Asset Management Limited provides portfolio management for businesses and institutional clients and asset management for a unit trust. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Delancey Asset Management Limited: assets under management
The assets under management (AUM) of Delancey Asset Management Limited is $839.75 million. $839.75 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Delancey Asset Management Limited for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Delancey Asset Management Limited serves?
The only and largest group of clients of Delancey Asset Management Limited is corporations or other businesses with 1 clients and $48.72 million of assets under management. Among the 10 most similar advisory firms, Delancey Asset Management Limited has the 3rd highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $48.72 million for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Delancey Asset Management Limited doesn't advise any private funds.
Careers at Delancey Asset Management Limited
The company employs 39 people that are either part- or full-time employees. 64 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.
Cortx 1 Limited joined the executive team most recently as the Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in London
The principal office where Delancey Asset Management Limited performs its advisory services is located at Lansdowne House, 57 Berkeley Square, London, W1 J6 Er, 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 44 207 448 1448 or by fax 44 207 448 1449. The normal business hours are 9am-6pm (london time) on Monday - Friday. You can find more information about the New York firm at delancey.com.
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