Investec Asset Management North America, Inc. ("Iam Na") is a large advisory firm based in New York. It manages $17.52 billion of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2014.
Investec Asset Management North America, Inc. ("Iam Na") provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Investec Asset Management North America, Inc. ("Iam Na") is $17.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 503% since the beginning of its operation, and $12.05 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Investec Asset Management North America, Inc. ("Iam Na") for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to insurance companies, investment companies, other investment advisers, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Investec Asset Management North America, Inc. ("Iam Na") is pooled investment vehicles with 39 clients and $14.32 billion of assets under management. Among the 9 most similar advisory firms, Investec Asset Management North America, Inc. ("Iam Na") has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $17.52 billion for 54 clients. 69% of the firm’s clients are foreign persons or businesses.
Investec Asset Management North America, Inc. ("Iam Na") also advises several private funds. Namely, three hedge funds and three other private funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.
The company employs 70 people that are either part- or full-time employees. 39 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Investec Asset Management North America, Inc. ("Iam Na") performs its advisory services is located at 666 5 Th Avenue, New York, NY 10103, 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 1 917 206 5179 or by fax 1 917 206 5155. The normal business hours are 09:00 - 17:30 on Monday - Friday. You can find more information about the New York firm at investecassetmanagement.com.