Investment adviser · CRD 172746
EDINBURGH PARTNERS NORTH AMERICA
Investment adviser filing (IA)
EDINBURGH PARTNERS NORTH AMERICA, INC
WEST PALM BEACH, FL, United States · Form ADV filed May 30, 2018
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $180,559,676 | 100.0% |
Filing source
Form ADV 1221053 · May 30, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 30, 2018. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Fixed
Principal office
CITYPLACE TOWER, 525 OKEECHOBEE BOULEVARDWEST PALM BEACH, FL, 33401, United States
CRD 172746
Filing source
Form ADV 1221053 · May 30, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.