Concordia Advisors (Bermuda) Ltd. is a large advisory firm based in Flatts, Smiths. It manages $15.11 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2002.
Concordia Advisors (Bermuda) provides portfolio management for pooled investment vehicles and portfolio manager of hedge funds. 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 Concordia Advisors (Bermuda) Ltd. is $15.11 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1789% 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 Concordia Advisors (Bermuda) 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.
Denise Elaine Ribaroff has been acting as President since 1 Mar 1997. Basil Constantine Williams joined the executive team most recently as the Ceo/Director.
The principal office where Concordia Advisors (Bermuda) Ltd. performs its advisory services is located at C/O Mayflower Management Services (Bermuda) Ltd, Flatts, Smiths, Fl04, 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 441-295-5950 or by fax 441-292-4720. The normal business hours are 9 am to 5 pm on Monday - Friday.