Saliba Managed Funds (Dover)

Saliba Managed Funds is a large advisory firm based in Dover. It manages $26.7 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Hampshire.

Saliba Managed Funds provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Saliba Managed Funds: assets under management

The assets under management (AUM) of Saliba Managed Funds is $26.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $26.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.22 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Saliba Managed Funds 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.

Careers at Saliba Managed Funds

Thomas Habib Saliba has been acting as President since 1 Nov 1985. Glenn Phillip Johnson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Habib Saliba	President/ceo	1 Nov 1985	75% - 100%	5128004
Glenn Phillip Johnson	Chief compliance officer	1 Jan 2006	Other	3159298

Based in Dover

The principal office where Saliba Managed Funds performs its advisory services is located at 53 Clearwater Drive, Dover, NH 03820, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.