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Credit Suisse (Bermuda) Limited (New York)


Credit Suisse (Bermuda) Limited is a large advisory firm based in New York. It manages $303.38 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006.

Credit Suisse (Bermuda) Limited provides 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.

Credit Suisse (Bermuda) Limited: assets under management

The assets under management (AUM) of Credit Suisse (Bermuda) Limited is $303.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 136% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $303.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $303.38 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Credit Suisse (Bermuda) Limited 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Credit Suisse Group Shareholder 1 Mar 1998 75% - 100% foreign entity
Credit Suisse Group Ag Shareholder 1 Mar 1998 75% - 100% foreign entity

Based in New York

The principal office where Credit Suisse (Bermuda) Limited performs its advisory services is located at One Madison Avenue, New York, NY 10010, 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 212-325-2000 or by fax 212-322-2078. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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