Silk Invest Limited is a large advisory firm based in London. It manages $106.93 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Ohio.
Silk Invest Limited provides portfolio management for investment companies and 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 Silk Invest Limited is $106.93 million. The firm's AUM has gone down by -10% since the beginning of its operation, and $65.51 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Silk Invest Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Daniel Pontoppidan Broby is pooled investment vehicles with 5 clients and $65.51 million of assets under management. Among the 10 most similar advisory firms, Silk Invest Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $106.93 million for 6 clients. 61% of the firm’s clients are foreign persons or businesses.
Silk Invest Limited doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 61 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.
Daniel Pontoppidan Broby has been acting as President since 1 Apr 2009. Rosemont Partners Iii L.P. joined the executive team most recently as the Shareholder.
The principal office where Silk Invest Limited performs its advisory services is located at 68 Lombard Street, London, Ec3 V 9 Lj, 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 00 44 208 088 1040 or by fax 00 44 207 933 8611. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at silkinvest.com.