Stewart West Indies Trading Co Ltd (St Peter Barbados)
Stewart West Indies Trading Co Ltd is a large advisory firm based in St Peter Barbados. It manages $1.39 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Stewart West Indies Trading provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Stewart West Indies Trading: assets under management
The assets under management (AUM) of Stewart West Indies Trading Co Ltd is $1.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 538% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Stewart West Indies Trading Co Ltd for their services and products based on a percentage of assets under management. 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.
What kind of clients Glade L. Christensen serves?
The only and largest group of clients of Glade L. Christensen is investment companies with 1 clients and $1.39 billion of assets under management. Among the 9 most similar advisory firms, Stewart West Indies Trading has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $1.39 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Stewart West Indies Trading doesn't advise any private funds.
Careers at Stewart West Indies Trading Co Ltd
The company employs 2 people that are either part- or full-time employees. 50 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.
Glade L. Christensen has been acting as President since 1 Apr 1999. Nicole Larraine Murphey joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 13 indirect owners.Based in St Peter Barbados
The principal office where Stewart West Indies Trading Co Ltd performs its advisory services is located at Bellerive House, St Peter Barbados, , 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 246-422-3975 or by fax 303-245-0420. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at boulderfunds.net.
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