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Mitco Asset Management

Mitco Asset Management. CRD 116123

M

CRD: 116123

Mitco Asset Management

$98.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
148 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Available
Established Date
01-17-1997
Office Locations
1

Office Locations

124 Park ST SE Ste. 201 Vienna VA

About Mitco Asset Management

MITCO is a Mauritius-headquartered corporate, fiduciary and fund services group (licensed management company by the Mauritius FSC since 1993) with offices in Seychelles and Dubai. It supports global businesses, HNW individuals and investment funds with structuring solutions, fund and corporate administration, private client services, regulatory/compliance support, and financial reporting and tax compliance. MITCO also facilitates select licensing needs (e.g., investment dealer and payment intermediary) and is part of CIEL Finance Limited.

Team overview

-- AVG AGE
$98.5M AVG AUM / ADVISOR
$665.3K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Available

Client Personas

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Custodian

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Investment Themes

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Investment Vehicles

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Services

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Technology

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Owner & Executives

No owner records available.

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Contacts

R

ROBERT WARD MITCHELL III

Owner

CRD
#2709101
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $98,470,000 --
Total $98,470,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Total Available Available

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