Investment adviser · CRD 111213

LLOYDS TSB OFFSHORE PRIVATE CLIENTS LIMITED

Investment adviser filing (IA)

LLOYDS OFFSHORE PRIVATE CLIENTS LIMITED

JERSEY, CHANNEL ISLANDS, United Kingdom · Form ADV filed Oct 10, 2013

Regulatory AUM
$69.6M
Form ADV · Item 5.F
Client accounts
76
Accounts, not individual clients
Employees
27
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Oct 10, 2013. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

11/12 ESPLANADE, ST HELIER
JERSEY, CHANNEL ISLANDS, JE4 8RS, United Kingdom

CRD 111213

Filing source

Form ADV 760896 · Oct 10, 2013 · 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.