Azure Fund Managers Limited (Road Town, Tortola)

Name: Azure Fund Managers Limited
Address: Sea Meadow House, Road Town, Tortola
Telephone: 284-494-5013

Azure Fund Managers Limited is a large advisory firm based in Road Town, Tortola. It manages $185.47 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2005.

Azure Fund Managers Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Azure Fund Managers Limited: assets under management

The assets under management (AUM) of Azure Fund Managers Limited is $185.47 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $185.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Azure Fund Managers 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 Azure Fund Managers Limited

Joseph Kelly Meyer has been acting as President since 1 Mar 2002. Bruce Carroll Allen joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Kelly Meyer	Director	1 Mar 2002	Other	702993
Edward Addis Kelly	Chief financial officer	1 Jul 2003	Other	4590908
Molly Ann Mcqueen	General counsel and chief compliance officer	1 Jul 2003	Other	3214786
Isabel Louise Rhoades Meyer Trust	Shareholder	1 Mar 2004	50% - 75%	20-6497053
Maximillian Kelly Rhoades Meyer Trust	Shareholder	1 Mar 2004	50% - 75%	20-6497031
Ned H. Buhler	Trustee, isabel louise rhoades meyer trust	1 Mar 2004	50% - 75%	5077095
Ned H. Buhler	Trustee, maximillian kelly rhoades meyer trust	1 Dec 2004	50% - 75%	5077095
Ronald Nathaniel W Issen	Director	1 Feb 2005	Other	1185975
Bruce Carroll Allen	Director	1 Dec 2005	Other	1732759

Based in Road Town, Tortola

The principal office where Azure Fund Managers Limited performs its advisory services is located at Sea Meadow House, Road Town, Tortola, The mailing address of the firm is P.O. Box 173, Road Town, Tortola, . It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 284-494-5013 or by fax 284-494-5867. The normal business hours are 9:00 a.m. to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.iazure.com.