Onebeacon Asset Management, Inc. is a large advisory firm based in Guilford. It manages $10.72 billion of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2001.
Onebeacon Asset Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Onebeacon Asset Management, Inc. is $10.72 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Onebeacon Asset 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.
The principal office where Onebeacon Asset Management, Inc. performs its advisory services is located at 370 Church Street, Guilford, CT 06437, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-458-2380 or by fax 203-458-0754. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.