Key Group Holdings Usa Inc is a large advisory firm based in Dallas. It manages $2.92 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016.
Key Group Holdings U provides advice to another adviser. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Key Group Holdings Usa Inc is $2.92 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and $2.92 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Key Group Holdings Usa Inc for their services and products based on 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.
The only and largest group of clients of Sunil Nmn Jagwani is pooled investment vehicles with 1 clients and $2.92 billion of assets under management. Among the 9 most similar advisory firms, Key Group Holdings U has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.92 billion for 1 clients. 100% of the firm’s clients are foreign persons or businesses.
Key Group Holdings U doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 62 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.
Sunil Nmn Jagwani has been acting as President since 1 Jan 2012. Kghl Research Uk Limited joined the executive team most recently as the Owner.
The principal office where Key Group Holdings Usa Inc performs its advisory services is located at 2828 N. Harwood St., Dallas, TX 75201, 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 214-461-0528. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.