Clayvard Ltd. (London)

Name: Clayvard Ltd.
Address: 59 60 Cornhill, London, Ec3 V 3 Pd
Telephone: 44-207-283-2481

Clayvard Ltd. is an adviser based in London. It manages $18.53 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Clayvard provides 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.

Clayvard: assets under management

The assets under management (AUM) of Clayvard Ltd. is $18.53 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -11% since the beginning of its operation, and $18.53 million of the total AUM is attributable to clients outside of the United States.

The firm manages $18.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $18.53 million each.

Investments

The firm invests in non-exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Clayvard 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.

Careers at Clayvard Ltd.

Magdalena Karkosinska Deneault has been acting as President since 1 Oct 1992. Hugh T Morshead joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Deneault	Managing director/shareholder/chief compliance officer	1 Oct 1992	25% - 50%	4765116
Magdalena Karkosinska Deneault	Director/shareholder	1 Oct 1992	50% - 75%	4765198
Hugh T Morshead	Chief compliance officer	1 Oct 2005	Other	5053902

Based in London

The principal office where Clayvard Ltd. performs its advisory services is located at 59 60 Cornhill, London, Ec3 V 3 Pd, 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 44-207-283-2481 or by fax 44-207-283-1525. The normal business hours are 9 a.m. to 5 p.m. gmt on Monday - Friday. You can find more information about the New York firm at clayvard.com.