Euro Pacific Halter Asia Management, Inc. (Newport Beach)

Euro Pacific Halter Asia Management, Inc. is a large advisory firm based in Newport Beach. It manages $50.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Wisconsin.

Euro Pacific Halter Asia Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Euro Pacific Halter Asia Management: assets under management

The assets under management (AUM) of Euro Pacific Halter Asia Management, Inc. is $50.8 million, all of which is managed in discretionary accounts. 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 $50.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50.8 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Euro Pacific Halter Asia Management, Inc. 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 Euro Pacific Halter Asia Management, Inc.

William Gordon Mcbean has been acting as President since 1 Feb 2009. Peter David Schiff joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Russell Edwin Hoss	Shareholder, director, ceo, chief compliance officer	1 Feb 2009	Other	4598895
L.P. Halter Financial Investments	Shareholder	1 Feb 2009	25% - 50%	20-3215093
Inc. Euro Pacific Capital	Shareholder	1 Feb 2009	25% - 50%	8361
William Gordon Mcbean	Director	1 Feb 2009	Other	1901190
David F Brigante	Director	1 Feb 2009	Other	4559416
Candace Carole Douglass	Chief compliance officer	1 Jun 2010	Other	3013169
Candace Carole Hamilton	Chief compliance officer	1 Jun 2010	Other	3013169
Peter David Schiff	Shareholder	1 Dec 2010	Other	1759484

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Peter David Schiff	President	1 May 1995	75% - 100%	1759484
L.P. Tph Capital	Limited partner	1 Aug 2005	25% - 50%	20-3214952
Llc Tph Capital Gp	General partner	1 Aug 2005	Other	20-4672415
Timothy Patrick Halter	Limited partner	1 Aug 2005	75% - 100%	1783081
Llc Halter Financial Investments Gp	General partner	1 Aug 2005	Other	20-3391521

Based in Newport Beach

The principal office where Euro Pacific Halter Asia Management, Inc. performs its advisory services is located at 1201 Dove St., Newport Beach, CA 92660, 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 949-387-2450. The normal business hours are 6:00 a.m. - 3:00 p.m. on Monday - Friday.