Iiu Asset Strategies Ltd (Dublin 1)

Iiu Asset Strategies Ltd is a large advisory firm based in Dublin 1. It manages $126.81 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Illinois and New York.

Iiu Asset Strategies 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.

Iiu Asset Strategies: assets under management

The assets under management (AUM) of Iiu Asset Strategies Ltd is $126.81 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $126.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42.27 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Iiu Asset Strategies Ltd 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 Iiu Asset Strategies Ltd

Chris Mc Hugh has been acting as President since 1 Apr 1996. Paul D O Reilly has served as the Chief Investment Officer since 1 Jan 2001. John Bateson joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rustend Ltd	Holding company	1 Oct 1995	75% - 100%	foreign
Chris Mc Hugh	Director	1 Apr 1996	Other	5035895
Teresa Margaret Memery	Compliance officer/chief financial officer	1 Jun 1999	Other	5035893
Paul D O Reilly	Chief executive officer/chief investment officer	1 Jan 2001	Other	5035894
John Bateson	Director	1 Oct 2006	Other	5035895

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Dermot F Desmond	Shareholder	1 Oct 1995	75% - 100%	5036521

Based in Dublin 1

The principal office where Iiu Asset Strategies Ltd performs its advisory services is located at 4 Th Floor, Ifsc House,, Dublin 1, , 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 353-1-605-4460 or by fax 353-1-605-4470. The normal business hours are 8am-5.30pm on Monday - Friday.