Kleinwort Benson Investment Management Americ (San Francisco)

Kleinwort Benson Investment Management Americ is a large advisory firm based in San Francisco. It manages $178.44 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Kleinwort Benson Investment Management Americ 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.

Kleinwort Benson Investment Management Americ: assets under management

The assets under management (AUM) of Kleinwort Benson Investment Management Americ is $178.44 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $178.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.48 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kleinwort Benson Investment Management Americ 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 Kleinwort Benson Investment Management Americ

Gerhard Eberstadt has been acting as President since 1 Dec 1997. Susan Coanelia Gause joined the executive team most recently as the Director And Chief Executive Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kleinwort Benson Holdings Inc.	Shareholder	1 Sep 1995	75% - 100%	13-2928153
Susan Juliet Cohn	Portfolio manager	1 Nov 1997	Other	4346627
Gerhard Eberstadt	Director	1 Dec 1997	Other	2600209
George Nels Fugelsang	Director	1 Dec 1997	Other	1579529
William Leonard Price	Director and chairman	1 Dec 1997	Other	367809
Joachim Emil Maedler	Director	1 Dec 1997	Other	4346625
Luke Knecht	Director	1 Aug 1998	Other	1998754
Susan Coanelia Gause	Director and chief executive officer	1 Aug 1999	Other	1945747
Anthony Ain	Secretary	1 Aug 1999	Other	4337274
Caroline Margaret Hirst	Vice president and chief operating officer	1 Aug 1999	Other	4337281
Robert Jay Goldstein	Assistant secretary	1 Aug 1999	Other	4337284

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kleinwort Benson Group Plc	Indirect shareholder	1 Jun 1993	75% - 100%	foreign
Dresdner Bank Ag	Indirect shareholder	1 Aug 1995	75% - 100%	13-2722082

Based in San Francisco

The principal office where Kleinwort Benson Investment Management Americ performs its advisory services is located at Four Embarcadero Ctr, San Francisco, CA 94111, 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 415-954-5400 or by fax 415-954-5420. The normal business hours are 8:30a.m. to 4:30p.m. on Monday - Friday.