Investcorp Securities Limited is an adviser based in London, England. It manages $1 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2017.
Investcorp Securities Limited 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.
The assets under management (AUM) of Investcorp Securities Limited is $1 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 652% since the beginning of its operation, and $958.55 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Investcorp Securities 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 Craig Sinfield Hain is pooled investment vehicles with 6 clients and $1 billion of assets under management. Among the 7 most similar advisory firms, Investcorp Securities Limited has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1 billion for 6 clients. 95% of the firm’s clients are foreign persons or businesses.
Investcorp Securities Limited also advises several private funds. Namely, seven private equity funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $3,571,429.
The company employs 29 people that are either part- or full-time employees. 72 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.
Craig Sinfield Hain has been acting as President since 1 Aug 2017. Andrea Jayne Davis joined the executive team most recently as the Director.
The principal office where Investcorp Securities Limited performs its advisory services is located at 48 Grosvenor Street, London, England, W1 K 3 Hw, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 (0)20 7629 6600 or by fax 44 (0)20 7499 0371. The normal business hours are 9:00 a.m. to 5:30 p.m. on Monday - Friday.