Foundation Capital Strategies Ltd. (Hamilton)

Foundation Capital Strategies Ltd. is a large advisory firm based in Hamilton. It manages $174 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

Foundation Capital Strategies provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Foundation Capital Strategies: assets under management

The assets under management (AUM) of Foundation Capital Strategies Ltd. is $174 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $174 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foundation Capital Strategies Ltd. 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.

Careers at Foundation Capital Strategies Ltd.

Eric Stanhope Hirschberg has been acting as President since 1 Sep 1997. Kirk Patrick Caza joined the executive team most recently as the Coo/Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Arrakis Investment Limited	Shareholder	1 Sep 1997	25% - 50%	foreign
Greendale Trust	Shareholder	1 Sep 1997	25% - 50%	foreign
I.I.D. Partners Ltd.	Shareholder	1 Sep 1997	25% - 50%	foreign
Eric Stanhope Hirschberg	Director	1 Sep 1997	Other	1375246
Robert Alan Pinchuk	Director	1 Sep 1997	Other	1790376
Codan Trust	Trustee of the greeendale trust	1 Sep 1997	Other	foreign
Kirk Patrick Caza	Coo/cco	1 Jan 2002	Other	5068030

Based in Hamilton

The principal office where Foundation Capital Strategies Ltd. performs its advisory services is located at 32 Parliament Street, Hamilton, Hm11 The mailing address of the firm is Suite 157 48 Par La Ville Road, Hamilton, Hm 11. It doesn’t run an office outside of the United States.