Setanta Asset Management Ltd is an adviser based in Dublin. It manages $11.09 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2015.
Setanta Asset Management provides 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 Setanta Asset Management Ltd is $11.09 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and $10.42 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 Setanta Asset Management Ltd for their services and products based on a percentage of assets under management. 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.
The firm provides services to insurance companies, charitable organizations, other investment advisers, high net worth individuals, and pooled investment vehicles. The largest group of clients of Declan Timothy Bolger is insurance companies with 5 clients and $9.74 billion of assets under management. Among the 10 most similar advisory firms, Setanta Asset Management has the 2nd highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $11.09 billion for 17 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 65% of the firm’s clients are foreign persons or businesses.
Setanta Asset Management doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 92 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.
Declan Timothy Bolger has been acting as President since 1 Nov 2009. Rose Mchugh joined the executive team most recently as the Director.
The principal office where Setanta Asset Management Ltd performs its advisory services is located at Beresford Court, Beresford Place, Dublin, D1, 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 00 353 1 612 4900 or by fax 00 353 1 612 4948. The normal business hours are 8.00 am to 6.00 pm on Monday - Friday. You can find more information about the New York firm at setanta-asset.com/.