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Esd Management Iii Limited (St Peter Port)


Esd Management Iii Limited is an adviser based in St Peter Port. It manages $38.37 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002.

Esd Management Iii 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.

Esd Management Iii Limited: assets under management

The assets under management (AUM) of Esd Management Iii Limited is $38.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 166% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.79 million each.
Esd Management Iii Limited has custody of $8.63 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Esd Management Iii 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.

Based in St Peter Port

The principal office where Esd Management Iii Limited performs its advisory services is located at Trafalgar Court, Les Banques, St Peter Port, Gy1 3 Ql, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 1481 745 001 or by fax +44 1481 745 074. The normal business hours are 9:00am - 5:30pm on Monday - Friday.


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