NS Management Ltd

RIASEC RegisteredEst. 2018
Total AUM
$850M
Discretionary
$850M
100% of AUM
Avg account
$40.5M
Accounts
21
Employees
2
Advisory reps
4

Firm details

Headquarters
Devonshire Devonshire,
CRD number
297781
Registered since
August 8, 2018
Website
nsmb.bm
Custodians
HSBC, KLEINWORT BENSON (JERSEY) LTD, ROYAL BANK OF CANADA (CHANNEL ISLANDS) LTD
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Sovereign Wealth Funds52.46%
  • Corporations / Businesses25.5%
  • Individuals18.96%
  • HNWI3.08%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

NS Management Ltd is set up as a corporation that began SEC registration in 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, and its ownership structure includes foreign-entity and individual ownership. Compensation to the adviser is a mix of a percentage of assets under management and performance-based fees. Advisory activity is focused on portfolio management across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. The firm reports it is not an active ESG investor and is not designated as a multi-state or newly formed adviser. It does not identify itself as a pension consultant or a related adviser, and it is not described as a capital allocator in third-party private managers; rather, its profile indicates it allocates client capital to external alternative managers (see Investments & Alternatives).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Cash & Cash Equivalents 20%, Other 5%, Investment Grade Corp Bonds 1%74%
  • Exchange Traded Equities74%
  • Cash & Cash Equivalents20%
  • Other5%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Antonio Mira

    Chief Financial OfficerCRD 6981657

Contacts

3 of 3
  • Gregoire Notz

    Gregoire Notz

    Executive DirectorCRD 2985974

  • Laura West-burt

    Laura West-burt

    Corporate ManagerCRD 6981658

  • Deborah Sagurs

    DirectorCRD 7233131

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Devonshire Devonshire, null

Location

Devonshire Devonshire, null

Headquartered in Devonshire Devonshire, null.

Address
Old Devonshire Post Office Building
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth