Peress Investment Advisors Ltd (Mclean)

Peress Investment Advisors Ltd is a large advisory firm based in Mclean. It manages $280.62 million of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 8 other states.

Peress Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and fee-based 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.

Peress Investment Advisors: assets under management

The assets under management (AUM) of Peress Investment Advisors Ltd is $280.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $280.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $888.05 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peress Investment Advisors Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Careers at Peress Investment Advisors Ltd

Maria Alexia Burke has been acting as President since 1 Sep 2002. David Andrew Kenkel joined the executive team most recently as the Executive Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Eton Court Asset Management	Holding company parent of nye, parnell & emerson capital mangement inc. nye, parnell & emerson is a shareholder of applicant.	1 Aug 1999	50% - 75%	54-1947909
Nye Parnell & Emerson Capital Management Inc	Shareholder of applicant	1 Aug 1999	50% - 75%	104866
Benjamin Joseph Peress	President, director, shareholder of applicant	1 Aug 1999	25% - 50%	1802030
Paul George Dietrich	Chairman, secretary, director, shareholder of eton court asset managment, inc.	1 Aug 1999	25% - 50%	4389176
Robert Lopinto	Treasurer, director, shareholder of eton court asset mangagement, inc.	1 Aug 1999	Other	1047773
Maria Alexia Burke	Director	1 Sep 2002	Other	4595449
David Andrew Kenkel	Executive vice president	1 May 2013	25% - 50%	1696748

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Waterside Capital Corporation	Preferred, non voting shareholder	1 May 1999	75% - 100%	54-1694665
Eton Court Asset Management Inc.	Eton court asset management inc. owns 100% of the outstanding common stock of nye, parnell & emerson capial managment, inc.	1 May 1999	75% - 100%	54-1947909
Paul George Dietrich	Chariman, secretary, director, shareholder of eton court asset management, inc.	1 May 1999	75% - 100%	4389176
Robert Lopinto	Treasurer, director, shareholder of eton court asset management, inc.	1 May 1999	25% - 50%	1047773

Based in Mclean

The principal office where Peress Investment Advisors Ltd performs its advisory services is located at 1497 Chain Bridge Road, Suite 200, Mclean, VA 22101 The mailing address of the firm is 1497 Chain Bridge Road, Suite 200, Mclean, VA 22101. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-356-8611 or by fax 703-356-5086. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.