RECORD CURRENCY MANAGEMENT LIMITED

RIASEC RegisteredEst. 1994

Total AUM

$101B

Discretionary

$101B

100% of AUM

Avg account

$689M

Accounts

146

Employees

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 110893
Registered since: July 27, 1994
Website: recordfg.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: State / Municipal Government37.9%
Pension & Profit Sharing Plans37.89%
Pooled Investment Vehicles15.18%
Charitable Organizations7.52%
Corporations / Businesses1.39%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Record Currency Management Limited is a corporation that operates as a capital allocator to institutional clients, with a regulatory registration dating back to 1994. The firm’s activities center on commodity trading and pooled vehicle management: it is identified as a CPO/CTA and is active in sponsoring and managing pooled investment vehicles. Clients include institutions and other large allocators; the firm also provides portfolio management for individuals and businesses, pension consulting, selection of other advisers, and runs publications and educational programs. Ownership is listed as a combination of a foreign entity and an individual. Fee arrangements cover a mix of percentage-of-AUM billing, fixed fees and performance-based fees. Record Currency Management Limited is not flagged as an active ESG investor.