Carr Global Advisors Inc (Chicago)

Name: Carr Global Advisors Inc
Address: 150 South Wacker Drive, Chicago, IL, 60606
Telephone: 312-762-1700

Carr Global Advisors Inc is a large advisory firm based in Chicago. It manages $328.11 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2001.

Carr Global Advisors provides pension consulting services and market timing 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.

Carr Global Advisors: assets under management

The assets under management (AUM) of Carr Global Advisors Inc is $328.11 million. 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 $206.05 million in discretionary accounts and $122.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.61 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Carr Global Advisors Inc 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.

Careers at Carr Global Advisors Inc

Edward Zareh Kassakian has been acting as President since 1 Jun 1998. Jaeson Dubrovay has served as the Chief Investment Officer since 1 Aug 1996. Paul Engholm Olin joined the executive team most recently as the Senior Director Of Investment Management.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Daniel J Walsh	Controller	1 Mar 1992	Other	1944443
Bruce A Beatus	Svp, general counsel	1 Apr 1994	Other	2503786
Inc. Indosuez North America Holdings	Shareholder	1 Dec 1995	75% - 100%	13-3482554
Jaeson Dubrovay	Chief investment officer	1 Aug 1996	Other	2544585
Edward Zareh Kassakian	Director	1 Jun 1998	Other	1567943
Didier Jacques Varlet	Chairman & ceo	1 Apr 1999	Other	1685066
Herve Glasel	Executive director of product development	1 Jun 2000	Other	4376052
Thomas Louis Dispaldo	Compliance officer	1 Jul 2000	Other	1574734
Michael K. Ong	Director	1 Oct 2000	Other	4376045
Paul Engholm Olin	Senior director of investment management	1 Dec 2000	Other	1839263

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Credit Agricole Indosuez	Shareholder	1 Dec 1991	75% - 100%	99-9999999
Caisse Nationale De Credit Agricole	Shareholder	1 Dec 1996	75% - 100%	99-9999999

Based in Chicago

The principal office where Carr Global Advisors Inc performs its advisory services is located at 150 South Wacker Drive, Chicago, IL 60606, 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 312-762-1700 or by fax 312-762-1712. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at applicant does not have own web address, however applicant information is available at affilates web address www.carrfut.com.