Record Currency Management Limited is a large advisory firm based in Berkshire. It manages $57.28 billion of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Maryland.
Record Currency Management Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. 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 Record Currency Management Limited is $57.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12011% since the beginning of its operation, and $51.5 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Record Currency Management Limited for their services and products based on a percentage of assets under management, fixed fees, 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.
The firm provides services to charitable organizations, pooled investment vehicles, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Neil Peter Record is state or municipal government entities with 12 clients and $24.13 billion of assets under management. Among the 10 most similar advisory firms, Record Currency Management Limited has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $52.73 billion for 55 clients. 85% of the firm’s clients are foreign persons or businesses.
Record Currency Management Limited doesn't advise any private funds.
The company employs 86 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Neil Peter Record has been acting as President since 1 Jan 2006. Timothy Peter Warren Edwards joined the executive team most recently as the Non Executive Director.
The principal office where Record Currency Management Limited performs its advisory services is located at Morgan House, Madeira Walk, Berkshire, Sl4 1 Ep, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number (44) 1753 852222 or by fax (44) 1753 852224. The normal business hours are 0830 - 1800 hrs on Monday - Friday. You can find more information about the New York firm at recordcm.com.