Bucephale Asset Management, Ltd (Ch 1205 Geneva)

Name: Bucephale Asset Management, Ltd
Address: 35 Rue Des Bains, Ch 1205 Geneva
Telephone: 41 22-809-07-66

Bucephale Asset Management, Ltd is a large advisory firm based in Ch 1205 Geneva. It manages $150 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2006.

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

Bucephale Asset Management: assets under management

The assets under management (AUM) of Bucephale Asset Management, Ltd is $150 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $150 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.71 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bucephale Asset Management, Ltd for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Bucephale Asset Management, Ltd

Sami Chakroun has been acting as President since 1 Nov 2005. Bhavesh Singh joined the executive team most recently as the Managing Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bucephale Partners Holding Ltd	Shareholder	1 Oct 2001	25% - 50%	foreign entity
Robert Weir	Cio	1 May 2005	Other	5093667
Sami Chakroun	Chairman	1 Nov 2005	Other	5093665
Oryx S.A.	Shareholder	1 Nov 2005	75% - 100%	foreign entity
Bhavesh Singh	Managing partner	1 Jan 2006	Other	2948448
John Kevin Heaton	Managing director, operations	1 Jan 2006	Other	3086656
Wayne Stewart Morrison	Managing director, compliance	1 Jan 2006	Other	5093735
Frederic Jacques Debure	Managing director, asia	1 Jan 2006	Other	2530937

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Bucephale Asset Management Holdings Ltd	Shareholder	1 Oct 2001	75% - 100%	foreign entity
Tore Trust	Shareholder	1 Oct 2001	25% - 50%	foreign entity
Giuseppe Tome	Shareholder	1 Aug 2003	75% - 100%	5094495
Lars Schmidt Ott	Shareholder	1 Nov 2005	50% - 75%	5093668

Based in Ch 1205 Geneva

The principal office where Bucephale Asset Management, Ltd performs its advisory services is located at 35 Rue Des Bains, Ch 1205 Geneva, , which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 41 22-809-07-66 or by fax 41 22-809-07-65. The normal business hours are 8:30am -5:30pm local time on Monday - Friday. You can find more information about the New York firm at bucephale.com.