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Tremont (Bermuda) Limited (Hamilton)


Tremont (Bermuda) Limited is a large advisory firm based in Hamilton. It manages $5.17 billion of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2005.




Tremont (Bermuda) Limited provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tremont (Bermuda) Limited: assets under management

The assets under management (AUM) of Tremont (Bermuda) Limited is $5.17 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.97 billion in discretionary accounts and $3.2 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.71 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $188.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tremont (Bermuda) Limited for their services and products based on a percentage of assets under management, fixed fees, 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.

Based in Hamilton

The principal office where Tremont (Bermuda) Limited performs its advisory services is located at Tremont House 4 Park Road, Hamilton, Hm 11, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441-292-3781 or by fax 441-296-0667. The normal business hours are 9:00 a.m to 5:00 p.m. on Monday - Friday.


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