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Isam Funds (USA) LLC

● SEC registered since 2022CRD 307934SEC# 801-123028Boca Raton, FL
Export (members)
Reg. AUM
$2.11B
Employees
55
Accounts
3
Location
Boca Raton, FL

Isam Funds (USA) LLC assets under management

Isam Funds (USA) LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2022. It reports $2.1 billion in regulatory assets under management and employs 55 people.

Isam Funds (USA) LLC owners & executives

11 reported
NameTitleOwnershipSince
Alexander Lowe ControlManaging DirectorUnder 5%2011
International Standard Asset Management ControlOwnerOver 75%2008
Jaco De Wet Wentzel ControlHead Of FinanceUnder 5%2012
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Frequently asked questions

How much does Isam Funds (USA) LLC manage?

Isam Funds (USA) LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Isam Funds (USA) LLC have?

Isam Funds (USA) LLC reports 55 employees.

Where is Isam Funds (USA) LLC located?

Isam Funds (USA) LLC is based in Boca Raton, FL and has been SEC-registered since 2022.

Does Isam Funds (USA) LLC disclose fund performance?

Isam Funds (USA) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5100 Town Center Circle, Tower II, Suite 430, Boca Raton, FL 33486
Phone+1 212 561 1200
Office hours8a.m. To 6p.m.
SEC regionMiami Regional Office (MIRO)
CIK1965939
Discloses disciplinary historyNo

Assets under management

Discretionary$2.11B
Non-discretionary$0
Total (RAUM)$2.11B