H2 O Am LLP is a large advisory firm based in London. It manages $7.95 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2013.
H2 O Am provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 H2 O Am LLP is $7.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 121% since the beginning of its operation, and $7.73 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay H2 O Am LLP 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.
The firm provides services to investment companies, banking or thrift institutions, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. The largest group of clients of H2 O Am is sovereign wealth funds and foreign official institutions with 2 clients and $3.77 billion of assets under management. Among the 2 most similar advisory firms, H2 O Am has the highest percentage of sovereign wealth funds and foreign official institutions out of all clients.
The amount of regulatory assets under management is $7.95 billion for 19 clients. None of the firm’s clients are foreign persons or businesses.
H2 O Am also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 64 people that are either part- or full-time employees. 41 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.
Vincent Chailley has served as the Chief Investment Officer since 1 Aug 2010 and Bruno Crastes is the Chief Executive Officer of H2 O Am LLP family office. Natixis Investment Managers Participations 1 joined the executive team most recently as the Shareholder.
The principal office where H2 O Am LLP performs its advisory services is located at 10 Old Burlington Street, London, W1 S 3 Ag, 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 +44 207 292 1600 or by fax +44 207 292 1601. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at h2o-am.