Cdam (Uk) Ltd is a large advisory firm based in London. It manages $858.86 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2014.
Cdam (Uk) provides portfolio management for individuals and small businesses, 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 Cdam (Uk) Ltd is $858.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 181% since the beginning of its operation, and $132.25 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cdam (Uk) Ltd for their services and products based on a percentage of assets under management and performance-based fees. 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 only and largest group of clients of Scott Davies is pooled investment vehicles with 2 clients and $30.4 million of assets under management. Among the 8 most similar advisory firms, Cdam (Uk) has the 4th lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $30.4 million for 2 clients. 60% of the firm’s clients are foreign persons or businesses.
Cdam (Uk) also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 7 people that are either part- or full-time employees. 57 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Scott Davies has been acting as President since 1 Oct 2013. George Albert Chamberlain joined the executive team most recently as the Coo.
The principal office where Cdam (Uk) Ltd performs its advisory services is located at 16 Clifford Street, 3 Rd Floor, London, W1 S 3 Rg, 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 (0) 20 7183 0945. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at cdam.co.uk.