Record Currency Management Limited

RIASEC RegisteredEst. 1994

Total AUM

$114B

Discretionary

$114B

100% of AUM

Avg account

$604M

Accounts

189

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 110893
Registered since: July 27, 1994
Website: recordfg.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government37.97%
Pension & Profit Sharing Plans37.03%
Pooled Investment Vehicles14.19%
Corporations / Businesses7.93%
Charitable Organizations2.75%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Record Currency Management Limited is an institutional registered investment adviser that primarily serves institutional clients. The firm has operated since at least 1994 and is organized as a corporation with foreign and individual ownership elements. It acts as a capital allocator and combines multiple advisory roles — including portfolio management for pooled vehicles, businesses and individuals, pension consulting, selection of other advisers, and investor education through publications and seminars. Business activity designations list CPO/CTA roles and sponsorship or management of pooled investment vehicles, and the firm maintains industry affiliations that include broker-dealer and other adviser relationships. Fee arrangements include asset-based fees, fixed fees and performance-based fees. Record Currency Management Limited does not identify as an active ESG investor and is not categorized as a multi-state or newly formed adviser in the supplied data.