Kobalt Capital Limited is a large advisory firm based in London. It manages $691.31 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.
Kobalt Capital Limited provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kobalt Capital Limited is $691.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1847% since the beginning of its operation, and $691.31 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kobalt Capital Limited 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.
The only and largest group of clients of Timothy Brian Bunting is pooled investment vehicles with 2 clients and $691.31 million of assets under management. Among the 7 most similar advisory firms, Kobalt Capital Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $691.31 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.
Kobalt Capital Limited also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $3,000,000 to $5,000,000.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Timothy Brian Bunting has been acting as President since 1 Oct 2010. Laurent Hubert joined the executive team most recently as the Director.
The principal office where Kobalt Capital Limited performs its advisory services is located at The River Building,, London, Ec4 R 3 Te, U, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +442074015500 or by fax +442074015501. The normal business hours are 9-6 on Monday - Friday.