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Ernst Research & Management, Ltd. (Roadtown)


Ernst Research & Management, Ltd. is a large advisory firm based in Roadtown. It manages $27.11 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.

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Ernst Research & Management provides 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.

Ernst Research & Management: assets under management

The assets under management (AUM) of Ernst Research & Management, Ltd. is $27.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.04 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ernst Research & Management, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. 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 Roadtown

The principal office where Ernst Research & Management, Ltd. performs its advisory services is located at Arawak Chambers/Sea Meadow House/, Roadtown, The mailing address of the firm is 27 Beaver Place, Boston, MA 02108 3303. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 284-494-3384. The normal business hours are 10 am - 4 pm est on Monday - Friday. You can find more information about the New York firm at www.ernstresearch.com.


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