Noctua International Wmg, LLC is a large advisory firm based in Miami. It manages $535.98 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.
Noctua International Wmg provides portfolio management for individuals and small businesses, 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 Noctua International Wmg, LLC is $535.98 million. The firm's AUM has grown by 1675% since the beginning of its operation, and $475.71 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Noctua International Wmg, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Noctua International Wmg is high net worth individuals with 23 clients and $500.83 million of assets under management. Among the 8 most similar advisory firms, Noctua International Wmg has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $535.98 million for 28 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 89% of the firm’s clients are foreign persons or businesses.
Noctua International Wmg also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Paivi Teresia Vetelainen joined the executive team most recently as the Chief Compliance Officer.
The principal office where Noctua International Wmg, LLC performs its advisory services is located at 1450 Brickell Avenue, Miami, FL 33131, 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 786-220-0330 or by fax 786-513-2222. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at noctuapartners.com.