Cp2 Limited is an adviser based in Sydney. It manages $1.11 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012.
Cp2 Limited provides portfolio management for businesses and institutional clients and management services with respect to physical assets. 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 Cp2 Limited is $1.11 billion. The firm's AUM has gone down by -42% since the beginning of its operation, and $834.62 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Cp2 Limited 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.
The firm provides services to investment companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Sally Ann Doherty is pooled investment vehicles with 2 clients and $673.93 million of assets under management. Among the 8 most similar advisory firms, Cp2 Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.11 billion for 5 clients. 75% of the firm’s clients are foreign persons or businesses.
Cp2 Limited doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 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.
Sally Ann Doherty has been acting as President since 1 Jun 1997. Sydney Maurice Bone joined the executive team most recently as the Shareholder.
The principal office where Cp2 Limited performs its advisory services is located at Level 32, 200 George Street, Sydney, 2000, 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 61 2 8277 4131. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at cp2.com.