Sagitta Asset Management Limited is a large advisory firm based in London. It manages $356.1 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001.
Sagitta Asset Management Limited provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sagitta Asset Management Limited is $356.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 223% 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 Sagitta Asset Management Limited 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.
Sagitta Asset Management Limited is owned by Wafic Rida Said. John Dwyer has been acting as President since 1 Jul 1995. Guy Nicholas Buckingham Varney joined the executive team most recently as the Director.
The principal office where Sagitta Asset Management Limited performs its advisory services is located at 4 Th Floor Berkeley Square House, London, W1 J 6 Bl, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 0044 207 543 1500 or by fax 0044 207 543 1520. The normal business hours are 08:30 - 20:00 on Monday - Friday. You can find more information about the New York firm at www.sagitta.co.uk.