Sagitta Asset Management Limited (London)

Name: Sagitta Asset Management Limited
Address: 4 Th Floor Berkeley Square House, London, W1 J 6 Bl
Telephone: 0044 207 543 1500

Sagitta Asset Management Limited is a large advisory firm based in London. It manages $356.1 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001.

Sagitta Asset Management Limited provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sagitta Asset Management Limited: assets under management

The assets under management (AUM) of Sagitta Asset Management Limited is $356.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 223% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $356.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.51 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sagitta Asset Management Limited 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 Sagitta Asset Management Limited

Sagitta Asset Management Limited is owned by Wafic Rida Said. John Dwyer has been acting as President since 1 Jul 1995. Guy Nicholas Buckingham Varney joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alexander Pepys Muir	Consultant	1 Aug 1954	Other	1282710
Wafic Rida Said	Owner	1 Jul 1995	75% - 100%	1997524
John Dwyer	Director	1 Jul 1995	Other	4422299
Robert Brandon Michaelson	Chief executive officer	1 Sep 1995	Other	4422292
Brendan Adams	Director	1 Jan 1996	Other	4422303
Alfred Merton Vinton	Non-executive director	1 Jan 1996	Other	4422383
Andrew Martin Tolhurst	Director	1 Feb 1996	Other	4422397
Peter Michael Stormonth Darling	Non-executive director	1 Jun 1996	Other	4422365
Robert Downs Cresci	Director	1 Jan 1997	Other	1437855
Charles Thomas Ind	Director	1 Jan 1997	Other	4422359
Charles Henry Roundell	Investment executive	1 Apr 1998	Other	4637990
Ronald James Pearson	Director	1 Aug 1998	Other	4422473
Ian Robert Molson	Non-executive director	1 Oct 1998	Other	4422387
Eduardo Tomacelli	Director	1 Nov 1998	Other	4422393
Jonathan Paul Whitehouse	Investment executive	1 Jan 1999	Other	4422499
Michael Kevin Grassby	Director	1 Aug 2000	Other	4422468
Charles David Powell	Non exec chairman	1 Mar 2001	Other	4520377
June Scott	Director	1 Feb 2002	Other	4520379
Christopher Mark Cottrell	Chief executive officer	1 Jan 2003	Other	4637982
Sagitta Asset Management (Bermuda) Limited Employee Share Ownership Trust	Shareholder	1 May 2003	Other	foreign
The Lexicon Partnership Llp	Shareholder	1 May 2003	Other	foreign
Guy Nicholas Buckingham Varney	Director	1 Jun 2004	Other	4929909

Based in London

The principal office where Sagitta Asset Management Limited performs its advisory services is located at 4 Th Floor Berkeley Square House, London, W1 J 6 Bl, 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 0044 207 543 1500 or by fax 0044 207 543 1520. The normal business hours are 08:30 - 20:00 on Monday - Friday. You can find more information about the New York firm at www.sagitta.co.uk.