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European Investors Inc (New York)


European Investors Inc is a large advisory firm based in New York. It manages $5.33 billion of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.




European Investors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and portfolio management for offshore 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.

European Investors: assets under management

The assets under management (AUM) of European Investors Inc is $5.33 billion. The firm's AUM has grown by 441% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.21 billion in discretionary accounts and $123.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.71 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay European Investors Inc 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.

Based in New York

The principal office where European Investors Inc performs its advisory services is located at 640 Fifth Avenue 8 Th Flr, New York, NY 10019, 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 212-735-9500 or by fax 212-735-9550. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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