Corevest Management Limited (Grand Cayman)

Corevest Management Limited is a large advisory firm based in Grand Cayman. It manages $216.67 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005.

Corevest Management Limited provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Corevest Management Limited: assets under management

The assets under management (AUM) of Corevest Management Limited is $216.67 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $216.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.17 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corevest Management Limited 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.

Careers at Corevest Management Limited

Anthony L. M. Inder Rieden has been acting as President since 1 Dec 1998. Euro Dutch Trust Company (Bahamas) Limited joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony L. M. Inder Rieden	Director	1 Dec 1998	Other	4301165
Euro Dutch Trust Company (Bahamas) Limited	Trustee	1 Jan 2002	75% - 100%	foreign

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Kyung Hwa Paik	Trustee	1 Jan 2002	75% - 100%	5073049

Based in Grand Cayman

The principal office where Corevest Management Limited performs its advisory services is located at 803 West Bay Road, Grand Cayman, , 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 1-242-325-1033 or by fax 1-242-323-7918. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.