Capvest Limited is a large advisory firm based in London. It manages $930.38 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.
Capvest Limited provides market timing services. 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 Capvest Limited is $930.38 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Capvest Limited 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.
Win Jay Neuger has been acting as President since 1 Aug 1999. Legis Group Limited joined the executive team most recently as the Owner.
The principal office where Capvest Limited performs its advisory services is located at 4 Th Floor, 100 Pall Mall, London, Sw14 5 Nq, 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 44-207-389-7940 or by fax 44-207-389-7901. The normal business hours are 8:30-6:00 on Monday - Friday.