Saliba Managed Funds is a large advisory firm based in Dover. It manages $26.7 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Hampshire.
Saliba Managed Funds provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting 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.
The assets under management (AUM) of Saliba Managed Funds is $26.7 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Saliba Managed Funds 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.
Thomas Habib Saliba has been acting as President since 1 Nov 1985. Glenn Phillip Johnson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Saliba Managed Funds performs its advisory services is located at 53 Clearwater Drive, Dover, NH 03820, 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 603-238-6330 or by fax 603-845-3539. The normal business hours are by appointment only on Monday - Friday.