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Signet Management Usa, LLC (Reston)


Signet Management Usa, LLC is a large advisory firm based in Reston. It manages $173.87 million of regulatory assets for 239 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida, Texas, and Virginia.

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Signet Management Usa provides portfolio management for individuals and small businesses and 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.

Signet Management Usa: assets under management

The assets under management (AUM) of Signet Management Usa, LLC is $173.87 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $156.87 million in discretionary accounts and $17 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $709.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $944.44 thousand.
Signet Management Usa has custody of $73.97 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 Signet Management Usa, LLC 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.

Indirect Owners

The SEC currently registers 15 indirect owners.

Name Entity Date acquired Ownership Employer ID
Fiduciary Trust International Of Delaware Trustee 1 Jan 2008 Other 51-0380516
Castlewood Llc Member 1 Mar 2008 25% - 50% 39-2068464
Project24 Llc Member 1 Mar 2008 25% - 50% 92-0185182
Signet Investment Technologies Llc Member 1 Jan 2010 75% - 100% 26-1289576
Thomas Edward Canning Member 1 Jan 2010 Other 5287723
Noel Edward Mills Member 1 Jan 2010 Other 5757623
Seymour Peter Maurice Banks Member 1 Jan 2010 Other 5757624
Phillip Boylan Manager 1 Jan 2010 Other 5757625
Richard Andrew Berman Member 1 Jan 2010 Other 5757626
Robert Andrew Marquardt Member 1 Jan 2010 Other 5287709
Serge Umansky Member 1 Jan 2010 Other 5287713
Andre Jaun Member 1 Jan 2010 Other 6177187
Gaudeamus Trust Trustee 1 Dec 2012 50% - 75% 11-6625206
The Oceanfront Trust Trustee 1 Dec 2012 25% - 50% 11-6625205
The Eldorado Trust Trustee 1 Dec 2012 75% - 100% 11-6625203

Based in Reston

The principal office where Signet Management Usa, LLC performs its advisory services is located at 1750 Presidents Street, Reston, VA 20190 The mailing address of the firm is 1750 Presidents Street, Reston, VA 20190. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-571-313-7840 or by fax 1-571-313-7851. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.signetmanagement.com.


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