Zurich Scudder Toshikomon, Inc. (Minato Ku,)


Zurich Scudder Toshikomon, Inc. is an adviser based in Minato Ku,. It manages $1.24 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Zurich Scudder Toshikomon provides portfolio management for investment companies and 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.

Zurich Scudder Toshikomon: assets under management

The assets under management (AUM) of Zurich Scudder Toshikomon, Inc. is $1.24 billion, all of which is managed in discretionary accounts. 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 $1.24 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.52 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zurich Scudder Toshikomon, Inc. 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 Zurich Scudder Toshikomon, Inc.

Edmond Dennis Villani has been acting as President since 1 Mar 1991. Anthony Moody joined the executive team most recently as the Chairman & Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Inc. Zurich Scudder Investments Direct owner 1 Feb 1988 75% - 100% 104518
Edmond Dennis Villani Director 1 Mar 1991 Other 715215
Lynn Sumner Birdsong Chairman & director 1 Jun 1996 Other 870731
Kathryn Loretta Quirk Director 1 Dec 1996 Other 2094907
Hiromitsu Kunita President & representative director 1 Feb 2000 Other 4386847
Takaaki Takeuchi Representative director & vice president 1 Jun 2000 Other 4411984
Gregory Brian Ballard Auditor 1 Apr 2001 Other 4355017
Anthony Moody Chairman & director 1 Aug 2001 Other 4359457

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Zurich Insurance Company Indirect owner 1 Dec 1997 75% - 100% 36-1999760
Zurich Holding Company Of America Indirect owner 1 Dec 1997 75% - 100% 36-3096373
Zki Holding Corporation Indirect owner 1 Dec 1997 25% - 50% foreign
Allied Zurich Plc Indirect owner 1 Sep 1998 25% - 50% foreign
Zurich Group Holding Indirect owner 1 Sep 1998 75% - 100% foreign
Zurich Financial Services Indirect owner 1 Oct 2000 75% - 100% foreign

Based in Minato Ku,

The principal office where Zurich Scudder Toshikomon, Inc. performs its advisory services is located at Kamiyacho Mori Bldg, Minato Ku,, The mailing address of the firm is 345 Park Avenue, New York, NY 10154. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-813-5404-3600. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.zurichscudder.co.jp.