Burren Capital Advisors Limited (Ocean Village)


Burren Capital Advisors Limited is an adviser based in Ocean Village. It manages $113.09 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011.

Burren Capital Advisors Limited provides 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.

Burren Capital Advisors Limited: assets under management

The assets under management (AUM) of Burren Capital Advisors Limited is $113.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and $83.09 million of the total AUM is attributable to clients outside of the United States.

The firm manages $113.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.7 million each.
Burren Capital Advisors Limited has custody of $58.93 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Burren Capital Advisors Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Burren Capital Advisors Limited serves?

The only and largest group of clients of Burren Capital Advisors Limited is pooled investment vehicles with 3 clients and $113.09 million of assets under management. Among the 8 most similar advisory firms, Burren Capital Advisors Limited has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $113.09 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Burren Capital Advisors Limited also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $12,000 to $120,000.

Careers at Burren Capital Advisors Limited

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Andrew Thomas Mcgrath Managing member 1 Jan 2009 50% - 75% 5903057
Ampm Ventures Limited Managing member and iar 1 Jan 2010 75% - 100% 15-61493
Ampm Managing member and iar 1 Jan 2010 50% - 75% 15-61493
Anrnvill Capital Limited Member 1 Jan 2010 25% - 50% xx xx xxxx
Arunvill Capital Limited Member 1 Jan 2010 25% - 50% xx xx xxxx
Patrick Sullivan Chief compliance officer 1 Mar 2011 Other 5074333
Patrick (Nmn) Sullivan Chief compliance officer 1 Mar 2011 Other 5074333
Lorraine Marie Madden Chief compliance officer 1 Feb 2016 Other 6621332
Philip Xavier Canessa Chief compliance officer 1 May 2016 Other 6651467

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Andrew Thomas Mcgrath Managing member/director 1 Jan 2010 75% - 100% 5903057
Martin Thomas Shields Managing member/director 1 Jan 2010 50% - 75% 4583382
Paul Robert Mora Managing member/director 1 Jan 2010 50% - 75% 5906672

Based in Ocean Village

The principal office where Burren Capital Advisors Limited performs its advisory services is located at 2 Nd Floor Leisure, Ocean Village, , 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 +350 200 68880 or by fax +350 200 62012. The normal business hours are 9:00-5:00 gmt on Monday - Friday. You can find more information about the New York firm at burrencap.com.