W.P. STEWART ASSET MANAGEMENT LTD.
  • W.P. STEWART ASSET MANAGEMENT LTD.

Adviser Profile

As of Date 08/04/2024
Registration status Terminated
ADV Location NASHVILLE, TN, United States
Contact Info 212 xxxxxxx
Websites
AUM* 266,000,000 16%
of that, discretionary 266,000,000 16%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 266,000,000 16%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

282M 242M 201M 161M 121M 81M 40M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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