Europa Investment Bank Inc. is a large advisory firm based in New York. It manages $300 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Europa Investment Bank provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, educational seminars and workshops, and business consulting. 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 Europa Investment Bank Inc. is $300 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Europa Investment Bank Inc. for their services and products based on hourly charges, fixed fees, commissions, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Europa Investment Bank is banking or thrift institutions with 1 clients and $300 billion of assets under management. Among the 9 most similar advisory firms, Europa Investment Bank has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $300 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Europa Investment Bank also advises several private funds. Namely, four hedge funds and seven liquidity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000,000.
The company employs 34 people that are either part- or full-time employees. 62 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sony Corporation joined the executive team most recently as the Shareholder.
The principal office where Europa Investment Bank Inc. performs its advisory services is located at 1 New York Plaza, New York, NY 10004 The mailing address of the firm is 1 New York Plaza, New York, NY 10004. An additional office of the firm is in Brighton, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-334-4434 or by fax 914-334-4434. The normal business hours are 9am-5pm on Monday - Friday.