Kazimir Partners Limited (George Town)

Name: Kazimir Partners Limited
Address: C/O Intertrust Corporate Services Limited, George Town, Ky1 9005
Telephone: +44 (0)20 7400 6900

Kazimir Partners Limited is an adviser based in George Town. It manages $21.76 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005.

Kazimir Partners 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.

Kazimir Partners Limited: assets under management

The assets under management (AUM) of Kazimir Partners Limited is $21.76 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.76 million each.

Kazimir Partners Limited has custody of $21.76 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kazimir Partners Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kazimir Partners Limited

Dimitri Alexeyevich Kryukov has been acting as President since 1 Mar 2005. Kazimir Investment Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brunswick Asset Management (Holdings) Limited	Shareholder	1 Jul 1998	75% - 100%	foreign entity
Karen Jardine Clarke	Chief compliance officer,director, chief operations officer	1 Mar 2003	Other	4378013
Dimitri Alexeyevich Kryukov	Director	1 Mar 2005	Other	4935540
Garry John Wilkins	Non-executive director	1 Apr 2005	Other	4955698
Ronald Evan Tompkins	Non-executive director	1 Apr 2005	Other	4955697
Kazimir Asset Management Limited	Shareholder	1 Dec 2007	75% - 100%	foreign entity
Brian Gilbert Bellerose	Chief compliance officer	1 Feb 2009	Other	5669282
Fraser Robert Mcintyre	Chief compliance officer	1 Jul 2009	Other	5706477
Frances Elizabeth Holliday	General legal counsel	1 Dec 2010	Other	5874091
Andries Francois De Wet	Chief compliance officer	1 Dec 2010	Other	5874092
Blake Austin Klein	Chief compliance officer	1 Nov 2013	Other	6273914
Kazimir Investment Limited	Shareholder	1 Mar 2015	75% - 100%	foreign entity
Karina Jane Bowden	Chief compliance officer	1 Mar 2015	Other	6463738

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Frank Alan Mosier	Shareholder	1 Mar 2005	75% - 100%	2602665
Kazimir Group Limited	Shareholder	1 Mar 2005	75% - 100%	foreign entity
Kazimir Management Limited	Shareholder	1 Mar 2005	75% - 100%	foreign entity
Kazimir Group Limited	Shareholder	1 Dec 2007	25% - 50%	foreign entity
Kazimir Management Limited	Shareholder	1 Mar 2008	75% - 100%	foreign entity
Kazimir Group Holding Limited	Shareholder	1 Mar 2008	50% - 75%	foreign entity

Based in George Town

The principal office where Kazimir Partners Limited performs its advisory services is located at C/O Intertrust Corporate Services Limited, George Town, Ky1 9005 The mailing address of the firm is 2, London,, Sw1 W 9 Bj. 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 7400 6900 or by fax +44 (0)20 79908999. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at kazimir.com.