Peter Cundill & Associates, Inc. is a large advisory firm based in Vancouver. It manages $1.54 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2001.
Peter Cundill & Associates provides portfolio management for investment companies and 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 Peter Cundill & Associates, Inc. is $1.54 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 414% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Peter Cundill & Associates, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.
Brian Lyn Mcdermott has been acting as President since 1 Jul 2000. Arthur Chan joined the executive team most recently as the Director Of Finance.
The principal office where Peter Cundill & Associates, Inc. performs its advisory services is located at 200 1100 Melville Street, Vancouver, V6 E4 A6, 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 604 601 8300 or by fax 604 601 8301. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cundill.com.