Wiseam Sas is an adviser based in Neuilly Sur Seine. It manages $498.13 million of regulatory assets for 277 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Florida, New York, and Washington.
Wiseam Sas provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Wiseam Sas is $498.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 453% since the beginning of its operation, and $480.53 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Wiseam Sas 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.
The firm provides services to individuals, insurance companies, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Wiseam Sas is pooled investment vehicles with 9 clients and $268.06 million of assets under management. Among the 6 most similar advisory firms, Wiseam Sas has the 3rd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $498.13 million for 45 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 97% of the firm’s clients are foreign persons or businesses.
Wiseam Sas doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 33 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 compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Sas Whp joined the executive team most recently as the Direct Owner.
The principal office where Wiseam Sas performs its advisory services is located at 31 Rue Des Poissonniers, Neuilly Sur Seine, 92200, 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 0033180980050. The normal business hours are 0900-1800 on Monday - Friday. You can find more information about the New York firm at wiseam.fr.