Ohiggins Asset Management Inc (Miami Beach)

Name: Ohiggins Asset Management Inc
Address: 300 71 St Street Ste 425, Miami Beach, FL, 33141
Telephone: 305-861-1883

Ohiggins Asset Management Inc is an adviser based in Miami Beach. It manages $35.15 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and New York.

Ohiggins Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ohiggins Asset Management: assets under management

The assets under management (AUM) of Ohiggins Asset Management Inc is $35.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $949.92 thousand each.

Ohiggins Asset Management has custody of $3.81 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ohiggins Asset Management Inc 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.

Careers at Ohiggins Asset Management Inc

Michael Bernardo Ohiggins has been acting as President since 1 Jan 1996. Donna Baffino O'higgins joined the executive team most recently as the Treasurer/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Bernardo Ohiggins	President	1 Jan 1996	50% - 75%	351569
Donna Baffino O'higgins	Treasurer/secretary	1 Jan 1996	50% - 75%	4348382

Based in Miami Beach

The principal office where Ohiggins Asset Management Inc performs its advisory services is located at 300 71 St Street Ste 425, Miami Beach, FL 33141, 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 305-861-1883 or by fax 305-861-9852. The normal business hours are by appointment/variable on Other. You can find more information about the New York firm at www.ohiggins.com.