IMARA ASSET MANAGEMENT LIMITED
Adviser information for IMARA ASSET MANAGEMENT LIMITED last updated from Form ADV on July 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | APRIL |
| Legal Location | British Virgin Islands |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $42.8M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $42.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $42.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-107033 |
|---|---|
| SEC ERA File Number | 801-107033 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161698 |
| Legal Entity Identifier | 25490000V7GZGWXLJU52 |
Principal Office
HARNEYS CORPORATE SERVICES LIMITEDCRAIGMUIR CHAMBERS
ROAD TOWN, TORTOLA
British Virgin Islands
Monday - Friday, 8.30 AM TO 5.00 PM
Tel: +230 2631490, Fax: None
Websites
Chief Compliance Officer
ALUN THOMAS
HEAD OF OPERATIONS
20, NORTH AUDLEY STREET
LONDON
United Kingdom
Tel:
+442038723942
A**********@********M
(Full email address available in API data)
Regulatory Contact
HARRY WULFSOHN
DIRECTOR
20, NORTH AUDLEY STREET
LONDON
United Kingdom
Tel:
07951160158
H*************@********M
(Full email address available in API data)
Industry Affiliates
| IMARA ASSET MANAGEMENT (UK) LTD | Other investment adviser, including financial planners |
| IMARA ASSET MANAGEMENT (ZIMBABWE) PRIVATE LIMITED | Other investment adviser, including financial planners |
| IMARA CAPITAL SECURITIES (PROPRIETARY) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| IMARA EDWARDS SECURITIES (PRIVATE) LIMITED | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| IMARA TRUST COMPANY (MAURITIUS) LIMITED | Trust company |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IMARA AFRICA FUND | MUTUAL OPEN ENDED FUND | $28.3M | $0.1M | 8 |
| IMARA AFRICA SERIES SPC LIMITED - IMARA ZIMBABWE FUND SEGREGATED PORTFOLIO | Hedge Fund | $3.8M | $0.1M | 24 |
| IMARA AFRICAN OPPORTUNITIES FUND LIMITED | MUTUAL OPEN ENDED FUND | $10.6M | $0.1M | 46 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| IMARA HOLDINGS LIMITED | Foreign Entity | – | DIRECT OWNER | 02/2003 | > 75% |
| FWA FINANCIAL LIMITED | Foreign Entity | IMARA HOLDINGS LIMITED | SHAREHOLDER | 04/2015 | > 75% |
| WULFSOHN, HARRY, JOSHUA | Individual | – | DIRECTOR | 03/2016 | < 5% |
| Schroenn, Anthony, David | Individual | – | DIRECTOR/CEO | 10/2017 | < 5% |
| Thomas, Alun, Hywel | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2018 | < 5% |