Stewart W.P. & Co., Ltd (Hamilton)

Name: Stewart W.P. & Co., Ltd
Address: Trinity Hall, 43 Cedar Avenue, Hamilton, Hm 12
Telephone: 441-295-8585

Stewart W.P. & Co., Ltd is a large advisory firm based in Hamilton. It manages $10.27 billion of regulatory assets for 2,332 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Stewart W.P. & Co. provides portfolio management for individuals and small businesses and 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.

Stewart W.P. & Co.: assets under management

The assets under management (AUM) of Stewart W.P. & Co., Ltd is $10.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stewart W.P. & Co., Ltd 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.

Careers at Stewart W.P. & Co., Ltd

Richard Breeden has been acting as President since 1 Jun 1998. John Anthony Allison joined the executive team most recently as the Deputy Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Pierce Stewart	Director/chairman/ceo	1 Jan 1975	25% - 50%	436479
Lisa Drew Levey	General counsel and assistant secretary	1 Apr 1997	Other	2173509
John Carl Russell	Deputy chairman and managing director	1 Jun 1998	Other	1882179
Richard Breeden	Director	1 Jun 1998	Other	4343588
Edgar Hans Brunner	Director	1 Jun 1998	Other	4343625
Henry Blackburn Smith	Director	1 Jun 1998	Other	4343665
Heinrich Spangler	Director	1 Jun 1998	Other	4343669
Inc. Wps Ii	Corporation	1 Jun 1998	25% - 50%	13-4017257
Susan Gayle Leber	Deputy financial director	1 Jun 1998	Other	4123951
Mark Alastair Henderson	Deputy managing director	1 Nov 1998	Other	4343634
Beat Notz	Director	1 Jan 1999	Other	4343642
Frederick Michael Ryan	Deputy managing director	1 Feb 1999	Other	4343658
Rocco Macri	Financial director	1 Mar 1999	Other	4123998
Charles G.R. Target	Deputy managing director	1 Jun 1999	Other	4344559
Robert Daniel Rosenthal	Deputy managing director	1 Jan 2000	Other	1439033
Peter J.P. Rubingh	Deputy managing director	1 Dec 2000	Other	4343654
John Anthony Allison	Deputy managing director	1 Jan 2001	Other	1783867

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
William Pierce Stewart	Trustee for various trusts	1 Apr 1998	25% - 50%	436479

Based in Hamilton

The principal office where Stewart W.P. & Co., Ltd performs its advisory services is located at Trinity Hall, 43 Cedar Avenue, Hamilton, Hm 12 The mailing address of the firm is Trinity Hall, 43 Cedar Avenue, Hamilton, Hm Lx. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441-295-8585 or by fax 441-296-6823. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.wpstewart.com.