Acpi Investments Limited is an adviser based in London. It manages $2.7 billion of regulatory assets for 366 client accounts. It has been registered with the SEC as an adviser since 2015.
Acpi Investments Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Acpi Investments Limited is $2.7 billion. The firm's AUM has grown by 142% since the beginning of its operation, and $2.66 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Acpi Investments Limited for their services and products based on a percentage of assets under management, commissions, 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.
The firm provides services to individuals, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Daniel A Pasini is pooled investment vehicles with 83 clients and $1.32 billion of assets under management. Among the 9 most similar advisory firms, Acpi Investments Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.37 billion for 265 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 99% of the firm’s clients are foreign persons or businesses.
Acpi Investments Limited doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people 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.
Daniel A Pasini has been acting as President since 1 Jul 2014. Andrew Wallace Banks joined the executive team most recently as the Chief Compliance Officer.
The principal office where Acpi Investments Limited performs its advisory services is located at 37 43 Sackville Street, London, W1 S 3 Eh, 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 + 44 20 369 79500. The normal business hours are 08.30-17.30 on Monday - Friday. You can find more information about the New York firm at acpi.com/.