Bank Of Ireland Asset Management Us Ltd (Dublin 4)


Bank Of Ireland Asset Management Us Ltd is a large advisory firm based in Dublin 4. It manages $2.15 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Massachusetts, New Hampshire, and Oklahoma.

Bank Of Ireland Asset Management Us provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bank Of Ireland Asset Management Us: assets under management

The assets under management (AUM) of Bank Of Ireland Asset Management Us Ltd is $2.15 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bank Of Ireland Asset Management Us Ltd for their services and products based on a percentage of assets under management. 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 Bank Of Ireland Asset Management Us Ltd

Thomas Aloysius Finlay has been acting as President since 1 Feb 1987. Rosemary Catherine Mahon joined the executive team most recently as the Director, Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
William Raymond Corter Director & chief executive officer 1 Feb 1987 Other 4384945
Micheal Christopher Reilly Director & chief investment officer 1 Feb 1987 Other 4384956
Thomas Aloysius Finlay Director 1 Feb 1987 Other 4384950
William Raymond Cotter Director & chief executive officer 1 Feb 1987 Other 4384945
Michael Christopher Reilly Director & chief investment officer 1 Feb 1987 Other 4384956
Sean Anthony O'dwyer Finance & compliance officer 1 Jul 1993 Other 4384962
Denis Curran Director & president 1 Dec 1994 Other 4385132
Biam Holdings Corporation 1 Apr 1998 75% - 100% foreign
Rosemary Catherine Mahon Director & senior vice president 1 May 1999 Other 2127276
Sean Anthony O'dwyer Company secretary 1 Jun 2000 Other 4384962
Michael Joseph Mccarthy Director 1 Nov 2001 Other 4479231
Lelia Marie Long Director & senior vice president 1 Nov 2001 Other 4482684
Stephen Thomas Holland Director & senior vice president 1 Nov 2001 Other 4482697
Brian J Goggin Director & chief executive officer 1 Apr 2003 Other 4670359
Brian Joseph Goggin Director & chief executive officer 1 Apr 2003 Other 4670359
Kevin Claude Dolan Director and chief executive officer 1 Jan 2005 Other 4338473
Brendan Donohoe Director and president 1 Apr 2005 Other 4982893
Brendan Joseph Donohoe Director and president, head of international distribution 1 Apr 2005 Other 4982893
Chris Brian Johns Managing director, global research 1 Sep 2006 Other 5256448
Paul Gerard Boyne Managing director, global equities 1 Sep 2006 Other 5256454
Sean Timothey Crowe Managing director, global fixed income & specialist products 1 Sep 2006 Other 5256458
Mick Patrick Sweeney Chief executive officer asset management services 1 Sep 2006 Other 5256450
Sean Timothy Crowe Coo and head of global fixed income/specialist products 1 Sep 2006 Other 5256458
Michael John Grealy Chief executive officer alternative investments 1 Nov 2006 Other 5008032
Charles Lamb Director, head of investment support unit 1 May 2007 Other 5338192
Rosemary Catherine Mahon Director, chief compliance officer 1 Sep 2007 Other 2127276
Neil Corcoran Head of finance 1 Sep 2007 Other 5440034

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
The Governor And Company Of The Bank Of Ireland Corporation 1 Feb 1987 75% - 100% 13-2687269

Based in Dublin 4

The principal office where Bank Of Ireland Asset Management Us Ltd performs its advisory services is located at 40 Mespil Road, Dublin 4, The mailing address of the firm is 300 First Stamford Place, Stamford, CT 06902. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011 3531 637 8000 or by fax 011 3531 637 8100. The normal business hours are 09.00am - 05.00pm (gmt) on Monday - Friday. You can find more information about the New York firm at www.biam.ie.