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Charlemagne Capital Limited (Douglas)


Charlemagne Capital Limited is an adviser based in Douglas. It manages $431.64 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2002.

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Charlemagne Capital Limited provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Charlemagne Capital Limited: assets under management

The assets under management (AUM) of Charlemagne Capital Limited is $431.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $431.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $39.24 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Charlemagne Capital 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.

Based in Douglas

The principal office where Charlemagne Capital Limited performs its advisory services is located at Regent House, Douglas, Im1 1 En The mailing address of the firm is Regent House, Douglas, Im1 1 En. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 1624 640200 or by fax 44 1624 614474. The normal business hours are 09.00 - 17.30 hrs on Monday - Friday. You can find more information about the New York firm at www.charlemagnecapital.com.


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