Advance Investment Managers Limited (Dublin 2)

Name: Advance Investment Managers Limited
Address: Davy House, Dublin 2
Telephone: 353 1 6797788

Advance Investment Managers Limited is a large advisory firm based in Dublin 2. It manages $3.56 billion of regulatory assets for 404 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Indiana, Massachusetts, and New York.

Advance Investment Managers Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Advance Investment Managers Limited: assets under management

The assets under management (AUM) of Advance Investment Managers Limited is $3.56 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.92 billion in discretionary accounts and $1.64 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $34.29 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.71 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Advance Investment Managers Limited 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 Advance Investment Managers Limited

Joan Mcgrath has been acting as President since 1 May 2014. Paul Raymond Giblin joined the executive team most recently as the Ceo And Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Greenbay Acquisitions Limited	Direct entity	1 May 2014	75% - 100%	foreign entity
Peter Philip Newman	Cfo	1 May 2014	Other	4811169
Eamonn Gerard Doyle	Coo	1 May 2014	Other	4955693
Ger Knowles	Cco	1 May 2014	Other	5696627
Joan Mcgrath	Director	1 May 2014	Other	6348700
Paul O'shea	Director	1 May 2014	Other	6348703
Tony John Garry	Ceo	1 May 2014	Other	4811166
Paul Raymond Giblin	Ceo and director	1 Oct 2014	Other	2971851

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Amber Note	Shareholder	1 May 2014	75% - 100%	foreign entity
White Note Limited	Shareholder	1 May 2014	75% - 100%	foreign entity
Green Note	Shareholder	1 May 2014	75% - 100%	foreign entity
J&E Davy Holdings	Shareholder	1 May 2014	75% - 100%	foreign entity
J&E Davy	Shareholder	1 May 2014	75% - 100%	foreign entity

Based in Dublin 2

The principal office where Advance Investment Managers Limited performs its advisory services is located at Davy House, Dublin 2, , 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 353 1 6797788 or by fax 353 1 6148727. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at davy.ie/asset-management.