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Bermuda Asset Management Ltd (Hamilton)


Bermuda Asset Management Ltd is an adviser based in Hamilton. It manages $25 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.

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Bermuda Asset Management provides portfolio management for individuals and small businesses 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.

Bermuda Asset Management: assets under management

The assets under management (AUM) of Bermuda Asset Management Ltd is $25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bermuda Asset Management 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.

Based in Hamilton

The principal office where Bermuda Asset Management Ltd performs its advisory services is located at 12 Bermudiana Rd 3 Rd Floor, Hamilton, Hm 11 The mailing address of the firm is P.O. Box Hm66, Hamilton, Hmax. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441-292-4708 or by fax 441-292-7313. The normal business hours are 9:00 am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bermudaasset.com.


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