Investec Management North America, Inc. (New York)

Investec Management North America 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.

Investec Management North America: assets under management

The assets under management (AUM) of Investec Management North America, Inc. is $2.91 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $264.22 million each.

Investec Management North America has custody of $2.33 billion in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investec Management North America, Inc. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in New York

The principal office where Investec Management North America, Inc. performs its advisory services is located at 666 5 Th Avenue, New York, NY 10103, 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 1 917 206 5179 or by fax 1 917 206 5155. The normal business hours are 09:00 - 17:30 on Monday - Friday. You can find more information about the New York firm at investecassetmanagement.com.

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