Credit Suisse First Boston Bermuda Ltd (New York)

Credit Suisse First Boston Bermuda Ltd is a large advisory firm based in New York. It manages $147.66 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Credit Suisse First Boston Bermuda provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Credit Suisse First Boston Bermuda: assets under management

The assets under management (AUM) of Credit Suisse First Boston Bermuda Ltd is $147.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49784% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.42 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Credit Suisse First Boston Bermuda Ltd for their services and products based on a percentage of assets under management. 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 Credit Suisse First Boston Bermuda Ltd

Joseph Fowler Huber has been acting as President since 1 Mar 2003. Eileen E Ryan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse First Boston	100% shareholder	1 Mar 1998	75% - 100%	foreign entity
Joseph Fowler Huber	Director, investment committee member	1 Jun 1998	Other	251929
David Ames Denunzio	Director, investment committee member	1 Jun 1998	Other	1905388
David C. O'leary	Director, investment committee member	1 Jun 1998	Other	4380128
Paul Calello	Investment committee member	1 May 2000	Other	2460530
Dean Wilson Ervin	Investment committee member	1 May 2000	Other	1886575
Alfred George Jackson	Investment committee member	1 May 2000	Other	1419382
Frank Peter Quattrone	Investment committee member	1 May 2000	Other	1312126
Richard Edward Thornburgh	Investment committee member	1 May 2000	Other	828020
Charles Gould Ward	Investment committee member	1 May 2000	Other	872995
Joseph Fowler Huber	Director	1 Mar 2003	Other	251929
Kenneth John Lohsen	Vice president	1 Mar 2003	Other	4571019
Nicole I Sincek Arnaboldi	Director	1 Mar 2003	Other	1427291
Ivy B Dodes	Chief legal officer	1 Mar 2003	Other	2306196
David C. O'leary	Vice president	1 Mar 2003	Other	4380128
Edward Shawn Nadel	Vice president & general counsel	1 Mar 2003	Other	4644700
Eileen E Ryan	Chief compliance officer	1 Dec 2003	Other	2014783

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Credit Suisse Group	100% shareholder	1 Mar 1998	75% - 100%	foreign entity

Based in New York

The principal office where Credit Suisse First Boston Bermuda Ltd performs its advisory services is located at 11 Madison Avenue, New York, NY 10010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-325-2000 or by fax 212-325-6100. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.