FIL Investment Advisors
Firm details
- Headquarters
- Pembroke,
- CRD number
- 111103
- Registered since
- September 4, 1984
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies74.05%
- Other Investment Advisers25.95%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
FIL Investment Advisors is an institutional registered investment adviser that primarily serves institutional clients and functions as a capital allocator. The firm has been SEC-registered since 1984 and is organized as a corporation with ownership described as a mix of foreign and individual holders. Its advisory work centers on managing portfolios for investment companies and pooled investment vehicles, and it also performs manager selection for third-party advisers. Fee arrangements include percentage-of-AUM billing alongside other fee structures. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Rohit Mangla
Chief Compliance OfficerCRD 6853089
Contacts
3 of 7Stacey Ramsay
Associate DirectorCRD 7605600
Richard Mcbreaty
Financial DirectorCRD 7605575
Adam Outerbridge
DirectorCRD 5385045
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pembroke, null
Location
Pembroke, null
Headquartered in Pembroke, null.
- Address
- Pembroke Hall
- Office locations
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