Christmas Corporation is an adviser based in Jakarta Timur. It manages $490 thousand of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016.
Christmas Corporation provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and private fund. 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 Christmas Corporation is $490 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 145% since the beginning of its operation, and $470 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Christmas Corporation 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.
The firm provides services to high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Christmas Corporation is pooled investment vehicles with 1 clients and $190 thousand of assets under management. Among the 3 most similar advisory firms, Christmas Corporation has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $390 thousand for 8 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 95% of the firm’s clients are foreign persons or businesses.
Christmas Corporation also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000 for each fund.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
The principal office where Christmas Corporation performs its advisory services is located at Jalan Beton, Jakarta Timur, 13210, 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 +62 812 817 2890. The normal business hours are 9 to 6 pm on Other. You can find more information about the New York firm at christmascorp.com.