Notz, Stucki Management (Bermuda) Limited is a large advisory firm based in Devonshire, Devonshire. It manages $692.36 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2018.
Notz, Stucki Management (Bermuda) Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Notz, Stucki Management (Bermuda) Limited is $692.36 million. The firm's AUM has gone down by -10% since the beginning of its operation, and $692.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Notz, Stucki Management (Bermuda) 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.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Antonio Mira is pooled investment vehicles with 1 clients and $164.71 million of assets under management. Among the 7 most similar advisory firms, Notz, Stucki Management (Bermuda) Limited has the lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $378.21 million for 26 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Notz, Stucki Management (Bermuda) Limited doesn't advise any private funds.
The company employs 2 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 are 2 people 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.
Antonio Mira has been acting as President since 1 Sep 2010. Gregoire Nicolas Notz joined the executive team most recently as the Director.
The principal office where Notz, Stucki Management (Bermuda) Limited performs its advisory services is located at Old Devonshire Post Office Building, Devonshire, Devonshire, Dv 06 The mailing address of the firm is Po Box Hm 2569, Hamilton, Hmkx. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 441-232-5000. The normal business hours are 09.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at nsmb.bm.