Sofaer Capital Inc. is a large advisory firm based in Tortola. It manages $554.6 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2005.
Sofaer Capital provides portfolio management for pooled investment vehicles and market timing services. 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 Sofaer Capital Inc. is $554.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sofaer Capital Inc. 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.
Michael Sofaer has been acting as President since 1 Apr 1986. Raymond Fraser Atkinson joined the executive team most recently as the Cco.
The principal office where Sofaer Capital Inc. performs its advisory services is located at Graigmuir Chambers, Tortola, The mailing address of the firm is Sofaer Administration, 16 Th Floor, Hong Kong, . It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 852-2521-8882 or by fax 852-2530-2913. The normal business hours are 09:00-18:00 on Monday - Friday. You can find more information about the New York firm at www.sofaer.com.