STEWART ASSET MANAGEMENT, LLC
  • STEWART ASSET MANAGEMENT, LLC
  • WPS ADVISORS LIMITED (BERMUDA)
  • WPA ADVISORS LTD.
  • THE BOTTICELLI FUND

Adviser Profile

As of Date 05/02/2024
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 19,000,000 -92%
of that, discretionary 19,000,000 -92%
Number of Employees 5
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 19,000,000 703%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

224M 192M 160M 128M 96M 64M 32M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary