James Caird (Not James Cairo) This Is A Transcription Error (New York)
James Caird (Not James Cairo) This Is A Transcription Error is a large advisory firm based in New York. It manages $688.26 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado and District of Columbia.
James Caird (Not James Cairo) This Is A Transcription Error 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.
James Caird (Not James Cairo) This Is A Transcription Error: assets under management
The assets under management (AUM) of James Caird (Not James Cairo) This Is A Transcription Error is $688.26 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay James Caird (Not James Cairo) This Is A Transcription Error 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 James Caird (Not James Cairo) This Is A Transcription Error
Kurt Ronald Alfrey joined the executive team most recently as the General Counsel/ Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in New York
The principal office where James Caird (Not James Cairo) This Is A Transcription Error performs its advisory services is located at 545 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Washington Dc, DC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-205-1000 or by fax 212-205-1030. The normal business hours are 8.30 - 5.30 on Monday - Friday. You can find more information about the New York firm at www.jcam.com.
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