RISCURA INVEST
RISCURA INVEST PROPRIETARY LIMITED Legal Name
Adviser information for RISCURA INVEST last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | South Africa |
Employees
| Total Number of Employees | 43 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $2.9B |
| Non-Discretionary | 31 | $6.8B |
| Total | 44 | $9.6B |
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 | 6 | $698.3M |
| Pension and profit sharing plans | 21 | $7.9B |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $1.1B |
| 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 | 16 |
| No. of Non-U.S. Clients | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-129862 |
|---|---|
| SEC ERA File Number | 801-129862 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323425 |
| Legal Entity Identifier | 254900TMKBEQHY9PRG79 |
Principal Office
5TH FLOOR MONTCLARE PLACECNR CAMPGROUND ROAD AND MAIN ROAD, CLAREMONT
CAPE TOWN
South Africa
Monday - Friday, 9AM TO 5PM
Tel: +27216736999, Fax: N/A
Chief Compliance Officer
JACONETTE DE BEER
25 QUANTUM STREET
STELLENBOSCH, WESTERN CAPE,
South Africa
Tel:
+27218838000
J********@************************A
(Full email address available in API data)
Regulatory Contact
ANDREW VAN BILJON
CHIEF EXECUTIVE OFFICER AND CHIEF OPERTATIONS OFFICER
5TH FLOOR, MONTCLARE PLACE
CNR CAMPGROUND & MAIN ROAD, CLAREMONT
CAPE TOWN, WESTERN CAPE
South Africa
Tel:
+27216736999
A**@**********M
(Full email address available in API data)
Industry Affiliates
| RISCURA | Other investment adviser, including financial plannersPension consultant |
| RISCURA | Other investment adviser, including financial plannersPension consultant |
| RISCURA | Other investment adviser, including financial plannersPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| RISCURA CHINA EQUITY FUND | EU UCITS FUND | $8.1M | $0.0M | 10 |
| RISCURA EMERGING MARKETS EQUITY FUND | EU UCITS FUND | $14.5M | $0.0M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Glansbeek, Jarred, Amery | Individual | – | CHIEF INVESTMENT OFFICER | 05/2010 | < 5% |
| van Biljon, Andrew, John | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF OPERTATIONS OFFICER | 11/2019 | < 5% |
| Silverman, Glenn, Kevin | Individual | – | DIRECTOR | 07/2021 | < 5% |
| Singh, Prasheen, Anirooth | Individual | – | DIRECTOR | 09/2016 | < 5% |
| Smith, Rebecca, Margaret | Individual | – | FINANCE MANAGER | 05/2010 | < 5% |
| RISCURA HOLDINGS SOUTH AFRICA PROPRIETARY LIMITED | Foreign Entity | – | HOLDING COMPANY | 07/2016 | > 75% |
| RISCURA HOLDINGS PROPRIETARY LIMITED | Foreign Entity | RISCURA HOLDINGS SOUTH AFRICA PROPRIETARY LIMITED | HOLDING COMPANY | 04/2016 | > 75% |
| Glansbeek, Jarred, Amery | Individual | RISCURA HOLDINGS PROPRIETARY LIMITED | MAJORITY SHAREHOLDER | 01/2001 | 50-75% |
| Glansbeek, Jarred, Amery | Individual | RISCURA HOLDINGS PROPRIETARY LIMITED | ORDINARY SHAREHOLDER | 04/2003 | 50-75% |
| DE BEER, JACONETTE, (NMN) | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2016 | < 5% |