Eim Management Usa Inc (New York)

Eim Management Usa Inc is a large advisory firm based in New York. It manages $1.04 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Eim Management U provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Eim Management U: assets under management

The assets under management (AUM) of Eim Management Usa Inc is $1.04 billion. The firm's AUM has grown by 205% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $910.49 million in discretionary accounts and $129.19 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $75.87 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $43.06 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eim Management Usa Inc for their services and products based on a percentage of assets under management 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 Eim Management Usa Inc

Patrick Susse has been acting as President since 1 Apr 1999. Eim Holding Luxembourg Sa joined the executive team most recently as the Indirect Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ayad Kais Alhadi	Senior vice president	1 Apr 1999	Other	2501101
Gary John Kampmann	Chief operating officer	1 Apr 1999	Other	3196742
Thomas Ball Sullivan	Vice president	1 Apr 1999	Other	2124994
Scott Rhys Metchick	Vice president	1 Apr 1999	Other	2742149
Eim Holding (Usa) Inc.	Direct owner	1 Apr 1999	75% - 100%	52-2160485
Patrick Susse	Director	1 Apr 1999	Other	2702987
Gregiore Teze	Secretary/treasurer	1 Apr 1999	Other	3276812
Lee Ross Raker	Senior vice president	1 Jun 1999	Other	1656618
Roland Biollay	Secretary/treasurer	1 Dec 2001	Other	3276812
Walter Anthony Kapuscinski	Compliance officer	1 Mar 2003	Other	848045
Roland Florian Biollay	Director	1 Jun 2003	Other	3276812
Antonio Munoz Sune	Vice president	1 May 2004	Other	3038772
Michel Spencer Serieyssol	Chief compliance officer	1 Oct 2004	Other	4574281
Stephen Dain Philp	Chief operating officer & chief compliance officer	1 Oct 2004	Other	4620936
Andrew Tyson Arnedt	Chief operating officer	1 Nov 2004	Other	3152572
Roland Florian Biollay	Director	1 May 2005	Other	3276812
Andrew Tyson Arnedt	Chief operating officer	1 May 2005	Other	3152572
Dianne Palumbo Mattioli	Chief compliance officer	1 May 2006	Other	714971
Antonio Munoz Sune	Chief executive officer	1 Oct 2006	Other	3038772

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Arpad Andre Busson	Indirect owner	1 Apr 1999	75% - 100%	2788990
Eim Holding Luxembourg Sa	Indirect owner	1 Apr 1999	75% - 100%	foreign entity
Albion Trust	Indirect owner	1 Apr 1999	75% - 100%	foreign entity
Eim Holding Luxembourg Sa	Indirect owner	1 Dec 2007	75% - 100%	foreign entity
Eim Participations Luxembourg Sa	Indirect	1 Dec 2007	75% - 100%	foreign

Based in New York

The principal office where Eim Management Usa Inc performs its advisory services is located at 750 Lexington Avenue,, New York, NY 10022, 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 212-371-9000 or by fax 212-371-9111. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.