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Investec Management North America, Inc. (New York)


Investec Management North America, Inc. is a large advisory firm based in New York. It manages $2.91 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and New York.

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Investec Management North America provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investec Management North America: assets under management

The assets under management (AUM) of Investec Management North America, Inc. is $2.91 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $264.22 million each.
Investec Management North America has custody of $2.33 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investec Management North America, Inc. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Investec 1 Ltd Shareholder 1 Jul 2014 75% - 100% foreign entity
Investec Plc Shareholder 1 Jul 2014 75% - 100% foreign entity

Based in New York

The principal office where Investec Management North America, Inc. performs its advisory services is located at 666 5 Th Avenue, New York, NY 10103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1 917 206 5179 or by fax 1 917 206 5155. The normal business hours are 09:00 - 17:30 on Monday - Friday. You can find more information about the New York firm at investecassetmanagement.com.


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