BIAS INVESTORS
BERMUDA INVESTMENT ADVISORY SERVICES LIMITED Legal Name
Adviser information for BIAS INVESTORS 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 | Bermuda |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | 59 | $141.4M |
| Non-Discretionary | 150 | $77.8M |
| Total | 209 | $219.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 31 | $21.7M |
| HNW Individuals | 59 | $141.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 112 | $40.5M |
| Pension and profit sharing plans | <5 | $13.1M |
| Charitable organizations | 5 | $2.5M |
| 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 | 0 |
| No. of Non-U.S. Clients | 96 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Broker-dealer |
Identifiers
| SEC RIA File Number | 801-61310 |
|---|---|
| SEC ERA File Number | 801-61310 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 120715 |
| Legal Entity Identifier | None |
Principal Office
WESSEX HOUSE, 4TH FLR45 REID STREET
HAMILTON
Bermuda
Monday - Friday, 8:30 - 5:30
Tel: 441-292-4292, Fax: 441-292-7292
Chief Compliance Officer
ROBERT R. PIRES
CHIEF COMPLIANCE OFFICER
WESSEX HOUSE, 4TH FLR
45 REID STREET
HAMILTON
Bermuda
Tel:
(441) 292-4292
Fax:
(441) 292-7292
R*****@****************M
(Full email address available in API data)
Regulatory Contact
THERESA BRYAN
COMPLIANCE MANAGER
CORPORATE PLAZA SUITES NO. 81
GODFREY NIXON WAY, P.O. BOX 30862 SMB
GEORGE TOWN, GRAND CAYMAN
Cayman Islands
Tel:
(345)943-0003
Fax:
(345) 943-0003
T*****@****************M
(Full email address available in API data)
Industry Affiliates
| BIAS INVESTORS (CAYMAN) LTD. | Broker-dealer, municipal securities dealer, or gov securities broker or dealerOther investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MELVIN, MARK, JOSEPH | Individual | – | SHAREHOLDER | 08/1994 | 5-10% |
| PIRES, ROBERT, REESE | Individual | – | CEO/CHIEF COMPLIANCE OFFICER | 04/1992 | > 75% |
| PIRES, ROBERT, REESE | Individual | PIRES, ROBERT, REESE | SHAREHOLDER | 10/2016 | > 75% |
| PERSSON, GUN INGELA, MARGARETA | Individual | – | DIRECTOR | 02/2019 | < 5% |
| LOCKYER, KENNETH, BLANDFORD | Individual | – | DIRECTOR | 11/2021 | < 5% |
| DALLY, DOYLE, AINSWORTH | Individual | – | DIRECTOR | 08/2022 | < 5% |