S.I. International Assets (Cambridge)
S.I. International Assets is a large advisory firm based in Cambridge. It manages $166.38 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Massachusetts.
S.I. International Assets provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
S.I. International Assets: assets under management
The assets under management (AUM) of S.I. International Assets is $166.38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay S.I. International Assets for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at S.I. International Assets
Robert Liguori has been acting as President since 1 Mar 2000. James E Masur joined the executive team most recently as the Chief Financial Officer, Comptroller And Managing Director/David L. Babson & Company Inc..
Direct owners and executive officers
Indirect Owners
The SEC currently registers 14 indirect owners.Based in Cambridge
The principal office where S.I. International Assets performs its advisory services is located at One Memorial Drive, Cambridge, MA 02142 1300, 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 617-225-3800 or by fax 617-761-6101. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.firststate.co.uk.
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