Aib Investment Managers Ltd (Dublin 4)

Name: Aib Investment Managers Ltd
Address: Prescient Investment House, Dublin 4
Telephone: 1-011-353-1-661-7077

Aib Investment Managers Ltd is an adviser based in Dublin 4. It manages $7.8 billion of regulatory assets for 368 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Delaware, and 9 other states.

Aib Investment Managers provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, 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.

Aib Investment Managers: assets under management

The assets under management (AUM) of Aib Investment Managers Ltd is $7.8 billion. The firm's AUM has grown by 37785% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.11 billion in discretionary accounts and $684 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.03 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.3 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aib Investment Managers 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.

Careers at Aib Investment Managers Ltd

Martina Dolan has been acting as President since 1 Feb 1997. Prescient Global Limited joined the executive team most recently as the Parent.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Plc Allied Irish Banks	Parent	1 Jun 1987	75% - 100%	foreign entity
James Colm Doyle	Director	1 Jun 1987	Other	4361208
Patrick Kieran Cunneen	Director	1 May 1991	Other	4361203
John Joseph Costello	Director	1 Sep 1991	Other	4361205
Kieran Patrick Corcoran	Director	1 Mar 1994	Other	4361232
Kieran Patrick Corcoran	Director	1 Mar 1995	Other	4361232
Aib Asset Management Holdings (Ireland) Ltd.	Direct parent	1 Dec 1996	75% - 100%	foreign entity
Ltd Aib Asset Management Holdings	Indirect parent	1 Dec 1996	75% - 100%	foreign entity
Aib Group Holdings (U.K.) Ltd	Indirect parent	1 Dec 1996	75% - 100%	foreign entity
Prescient Asset Management Holdings (Ireland) Ltd	Direct parent	1 Dec 1996	75% - 100%	foreign entity
Eileen Mary Fitzpatrick	Director	1 Jan 1997	Other	2988179
Martina Dolan	Director	1 Feb 1997	Other	4342389
Noel Minogue	Director	1 Feb 1997	Other	4361247
Noel Flannan Minogue	Director	1 Feb 1997	Other	4361247
Niall Partick Markey	Director and secretary	1 Oct 1998	Other	4361250
Louise Mary Mcguigan	Director	1 Oct 1998	Other	4361258
Paul Anthony Brophy	Director	1 Oct 1998	Other	4361261
Lore Hayes	Director	1 Oct 1998	Other	4361264
Frank O'riordan	Director	1 Oct 1998	Other	4361267
Barry Rodgers	Director	1 Oct 1998	Other	4361273
Barry Rogers	Director	1 Oct 1998	Other	4361273
Niall Patrick Markey	Director and secretary	1 Oct 1998	Other	4361250
Frank John O'riordan	Director	1 Oct 1998	Other	4361267
Noel Mcevoy	Director	1 Oct 1999	Other	4342416
Kevin Mitchell	Chief compliance officer	1 Oct 2004	Other	4937969
Kevin Patrick Mitchell	Chief compliance officer	1 Oct 2004	Other	4937969
Niall Patrick Markey	Chief compliance officer	1 May 2012	Other	4361250
Herman Christiann Steyn	Director	1 May 2012	Other	6082142
Carey Anthony Millerd	Director	1 May 2012	Other	6082143
Fiona Patricia Sweeney	Director and chief executive officer	1 May 2012	Other	6082146

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
P.L.C. Allied Irish Banks	Parent	1 Jun 1987	75% - 100%	13-2774656
Prescient Limited	Parent	1 Nov 1998	75% - 100%	foreign entity
Prescient Holdings (Pty) Ltd	Parent	1 Nov 2000	75% - 100%	foreign entity
Prescient Global Limited	Parent	1 May 2012	75% - 100%	foreign entity

Based in Dublin 4

The principal office where Aib Investment Managers Ltd performs its advisory services is located at Prescient Investment House, Dublin 4, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 1-011-353-1-661-7077 or by fax 1-011-353-1-661-7038. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.aibim.ie.