Babson Stewart Ivory International (Cambridge)

Babson Stewart Ivory International provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Babson Stewart Ivory International: assets under management

The assets under management (AUM) of Babson Stewart Ivory International is $771.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $771.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $85.7 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Babson Stewart Ivory International for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Babson Stewart Ivory International

Robert Ligouri has been acting as President since 1 Mar 2000. Massmutual Holding Company joined the executive team most recently as the Shareholder Of Dlb Acquisition Corporation.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 17 indirect owners.

Based in Cambridge

The principal office where Babson Stewart Ivory International performs its advisory services is located at One Memorial Drive, Cambridge, MA 02142 1300, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-225-3800 or by fax 617-761-6101. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.colonialfirststate.co.uk.

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