Investor Select Advisors Limited (New York)


Investor Select Advisors Limited is a large advisory firm based in New York. It manages $111.34 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New York.

Investor Select Advisors Limited provides pension consulting services 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.

Investor Select Advisors Limited: assets under management

The assets under management (AUM) of Investor Select Advisors Limited is $111.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $111.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.11 million each.
Investor Select Advisors Limited has custody of $8.92 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investor Select Advisors 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.

Careers at Investor Select Advisors Limited

John Barry Trammell has been acting as President since 1 Sep 2000. Duet Group Limited joined the executive team most recently as the Equity Owner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Barry Trammell President 1 Sep 2000 Other 1449109
Carl Hans Tiedemann Chairman 1 Sep 2000 25% - 50% 1162026
Limited Brestco Investments Greater than 5% owner 1 Sep 2000 25% - 50% 001
Investor Select Advisors Holdings Limited Parent company 1 Nov 2000 75% - 100% 29581
Duet Alternative Investments Limited Parent company 1 Nov 2000 50% - 75% 29581
Stephen T Perrino Cfo 1 Apr 2001 Other 4356467
Paul Charles Warren Ceo and greater than 5% owner 1 Oct 2007 Other 5576357
Tue Sando Chief compliance officer 1 Mar 2009 Other 5841852
Henry Isak Gabay Director 1 May 2009 Other 2359644
Osman Semerci Director 1 May 2009 Other 2249838
Clive John Smalley Director 1 May 2009 Other 5841853
Shinji Yoshikawa Director 1 May 2009 Other 3158906
Douglas Alan Morse Director & ceo 1 Jul 2010 Other 2927565

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nicholas Patrick Baudouin Bullman Shareholder 1 Sep 2000 75% - 100% 2014447
Duet Smyrna Limited Equity owner 1 Feb 2010 75% - 100% 1559619
Henry Isak Gabay Equity owner 1 Feb 2010 25% - 50% 2359644
Alain Ludwig Schibl Equity owner 1 Feb 2010 25% - 50% 5141100
Osman Semerci Equity owner 1 Feb 2010 25% - 50% 2249838
Eric De Candia Ceo & equity owner 1 Jul 2010 25% - 50% 5870771
Duet Group Limited Equity owner 1 Feb 2100 50% - 75% 98-0639821

Based in New York

The principal office where Investor Select Advisors Limited performs its advisory services is located at 350 Madison Avenue, New York, NY 10017, 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 212-744-9100 or by fax 212-744-9520. The normal business hours are 8:30am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.investorselectadvisors.com.