Edinburgh Partners North America, Inc (West Palm Beach)

Name: Edinburgh Partners North America, Inc
Address: Cityplace Tower, West Palm Beach, FL, 33401
Telephone: 561-282-1250

Edinburgh Partners North America, Inc is a large advisory firm based in West Palm Beach. It manages $180.56 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Florida.

Edinburgh Partners 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.

Edinburgh Partners North America: assets under management

The assets under management (AUM) of Edinburgh Partners North America, Inc is $180.56 million. The firm's AUM has gone down by -73% since the beginning of its operation, and $180.56 million of the total AUM is attributable to clients outside of the United States.

The firm manages $3.7 million in discretionary accounts and $176.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.7 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $58.95 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edinburgh Partners North America, Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alasdair Gordon Mackenzie Nairn serves?

The only and largest group of clients of Alasdair Gordon Mackenzie Nairn is pooled investment vehicles with 4 clients and $180.56 million of assets under management. Among the 8 most similar advisory firms, Edinburgh Partners North America has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $180.56 million for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Edinburgh Partners North America doesn't advise any private funds.

Careers at Edinburgh Partners North America, Inc

The company employs 3 people that are either part- or full-time employees. 67 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.

Alasdair Gordon Mackenzie Nairn has been acting as President since 1 Sep 2014. Inc. Franklin Resources joined the executive team most recently as the Parent Corporation.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edinburgh Partners Limited	Sole shareholder	1 Oct 2007	75% - 100%	132796
Alasdair Gordon Mackenzie Nairn	Director	1 Sep 2014	Other	4857539
Thomas John Dickson	Director	1 Sep 2014	Other	2303880
Stewart John Brown	Chief compliance officer	1 Sep 2014	Other	5996238
Eric Howe	Director	1 Sep 2014	Other	4834815
Neil Stephen Devlin	Director	1 Mar 2016	Other	2385605
Neil S Devlin	Director	1 Mar 2016	Other	2385605

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Alasdair Gordon Mackenzie Nairn	Chief executive, officer, member, elected manager	1 May 2003	25% - 50%	4857539
Siobhan Nairn	Shareholder, a shares	1 May 2014	25% - 50%	6376864
Siobhan Marie Nairn	Shareholder, a shares	1 May 2014	25% - 50%	6376864
Inc. Franklin Resources	Parent corporation	1 May 2018	75% - 100%	13-2670991

Based in West Palm Beach

The principal office where Edinburgh Partners North America, Inc performs its advisory services is located at Cityplace Tower, West Palm Beach, FL 33401, 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 561-282-1250 or by fax 561-282-0456. The normal business hours are 9.00am to 5.00pm on Monday - Friday. You can find more information about the New York firm at edinburghpartners.com.