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Shimoda Capital Advisors Limited (George Town)


Shimoda Capital Advisors Limited is an adviser based in George Town. It manages $119 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001.

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Shimoda Capital Advisors Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shimoda Capital Advisors Limited: assets under management

The assets under management (AUM) of Shimoda Capital Advisors Limited is $119 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9 million in discretionary accounts and $110 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.25 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shimoda Capital Advisors Limited for their services and products based on a percentage of assets under management, fixed fees, 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.

Based in George Town

The principal office where Shimoda Capital Advisors Limited performs its advisory services is located at C/O Caledonian House, George Town, , 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 44771-282-5767 or by fax 447092-161505. The normal business hours are 9.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at www.shimoda-ltd.com.


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