Centaur Financial Group (Bermuda) Ltd. (Hamilton)

Name: Centaur Financial Group (Bermuda) Ltd.
Address: 73 Front Street, Hamilton, Hm 12
Telephone: 441-292-9718

Centaur Financial Group (Bermuda) Ltd. is an adviser based in Hamilton. It manages $93.08 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010.

Centaur Financial Group (Bermuda) provides 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.

Centaur Financial Group (Bermuda): assets under management

The assets under management (AUM) of Centaur Financial Group (Bermuda) Ltd. is $93.08 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $93.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.54 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Centaur Financial Group (Bermuda) Ltd. 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 Centaur Financial Group (Bermuda) Ltd.

Allan David Marshall has been acting as President since 1 Oct 1997. Henry James Cox joined the executive team most recently as the Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Serra Foundation	Shareholder	1 Apr 1994	75% - 100%	foreign
Henry James Cox	Director, chief compliance officer	1 Jul 1994	Other	5070907
Allan David Marshall	Director	1 Oct 1997	Other	5070910

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Henry James Cox	Trustee	1 Oct 1998	Other	5070907
Ernest Angus Morrison	Trustee	1 Oct 1998	Other	2747137
Allan David Marshall	Trustee	1 Feb 2002	Other	5070910

Based in Hamilton

The principal office where Centaur Financial Group (Bermuda) Ltd. performs its advisory services is located at 73 Front Street, Hamilton, Hm 12, 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 441-292-9718 or by fax 441-292-9576. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.centaurfunds.com.