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Bermuda Investment Advisory Services Limited

● SEC registered since 2002CRD 120715SEC# 801-61310Hamilton
Export (members)
Reg. AUM
$257.4M
Employees
6
Accounts
202
Location
Hamilton

Bermuda Investment Advisory Services Limited assets under management

Bermuda Investment Advisory Services Limited is a registered investment adviser overseen by the SEC based in Hamilton. The firm has been registered since 2002. It reports $257.4 million in regulatory assets under management and employs 6 people.

Bermuda Investment Advisory Services Limited owners & executives

7 reported
NameTitleOwnershipSince
Doyle Ainsworth Dally ControlDirectorUnder 5%2022
Gun Ingela Margareta Persson ControlDirectorUnder 5%2019
Kenneth Blandford Lockyer ControlDirectorUnder 5%2021
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Frequently asked questions

How much does Bermuda Investment Advisory Services Limited manage?

Bermuda Investment Advisory Services Limited reports $257.4 million in regulatory assets under management on its Form ADV.

How many employees does Bermuda Investment Advisory Services Limited have?

Bermuda Investment Advisory Services Limited reports 6 employees.

Where is Bermuda Investment Advisory Services Limited located?

Bermuda Investment Advisory Services Limited is based in Hamilton and has been SEC-registered since 2002.

Does Bermuda Investment Advisory Services Limited disclose fund performance?

Bermuda Investment Advisory Services Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressWessex House, 4th Flr, 45 Reid Street, Hamilton HM12
Phone441-292-4292
Office hours8:30 - 5:30
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$151.7M
Non-discretionary$105.7M
Total (RAUM)$257.4M