Clay Finlay Inc (New York)

Clay Finlay provides portfolio management for individuals and small businesses, portfolio management for investment companies, 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.

Clay Finlay: assets under management

The assets under management (AUM) of Clay Finlay Inc is $5.78 billion. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.36 billion in discretionary accounts and $422.17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.89 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $24.83 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clay Finlay 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.

Careers at Clay Finlay Inc

Frances Rosemary Dakers has been acting as President since 1 May 1988. Thomas Moynihan Turpin joined the executive team most recently as the Director.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in New York

The principal office where Clay Finlay Inc performs its advisory services is located at 12 East 49 Th Street, New York, NY 10017, 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 212-692-8000 or by fax 212-980-0306. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.clayfinlay.com.

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