James Caird (Not James Cairo) This Is A Transcription Error (New York)

Name: James Caird (Not James Cairo) This Is A Transcription Error
Address: 545 Madison Avenue, New York, NY, 10022
Telephone: 212-205-1000

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.

The firm manages $688.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.07 million each.

James Caird (Not James Cairo) This Is A Transcription Error has custody of $688.28 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

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. 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 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

Name	Entity	Date acquired	Ownership	Employer ID
Jcam (Us) Llc	General partner	1 Nov 2007	Other	11-3834104
Robert Townsend Miller	Head of us office/ cio jae credit fund	1 Nov 2007	Other	2313750
John George Demaine	Chief executive officer	1 Jan 2012	Other	6028572
William David Prew	Chief operating officer/chief financial officer	1 Jan 2012	Other	6028575
Kurt Ronald Alfrey	General counsel/ chief compliance officer	1 Feb 2012	Other	6028581

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Caird Asset Management Limited	Sh	1 Nov 2007	75% - 100%	98-0564984
Timothy Grahame Leslie	Sh	1 Nov 2007	75% - 100%	2293107

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.