Surfside, FL Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Thames Asset Management, Inc
Independent
Firm-wide stats for Thames Asset Management, Inc
Total advisors
1Clients per advisor
65 Very HighAvg AUM per client
$619,963 TypicalHNW client ratio
11% TypicalAbout
Thames Asset Management provides discretionary portfolio management and ongoing investment advice to individuals, high-net-worth clients, institutions, trusts, and corporate pension and profit-sharing plans. The firm charges asset-based fees and also offers hourly advisory services.
The firm's investment process combines fundamental and technical analysis with asset classification and charting to tailor risk profiles and portfolio construction. Implementations can include both long- and short-term positions and may use margin and a range of options strategies (including covered and uncovered writing and spreads), which introduce additional leverage and risk.
The firm is affiliated with an accounting practice: its president is an active Certified Public Accountant who devotes substantial time to the accounting firm, and the adviser retains clients from that accounting practice, a relationship the brochure discloses. The brochure also discloses the possibility of investing client funds in limited partnerships where the president may serve as a general partner (only with client consent), a practice that distinguishes the firm from many peers.
Based on Thames Asset Management, Inc
Location
Surfside FL
Advisors at this office
1
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