Centaur Performance Group (Bermuda) Ltd. (Hamilton)

Centaur Performance Group (Bermuda) Ltd. is an adviser based in Hamilton. It manages $55.29 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008.

Centaur Performance Group (Bermuda) provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Centaur Performance Group (Bermuda): assets under management

The assets under management (AUM) of Centaur Performance Group (Bermuda) Ltd. is $55.29 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $55.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Centaur Performance Group (Bermuda) Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Centaur Performance Group (Bermuda) Ltd.

Allan David Marshall has been acting as President since 1 Nov 2008. Serra Foundation joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Serra Foundation	Shareholder	1 Nov 2008	75% - 100%	foreign
Henry James Cox	Director, chief compliance officer	1 Nov 2008	Other	5070907
Allan David Marshall	Director	1 Nov 2008	Other	5070910

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ernest Angus Morrison	Trustee	1 Nov 2008	Other	2747137

Based in Hamilton

The principal office where Centaur Performance Group (Bermuda) Ltd. performs its advisory services is located at 73 Front Street, Hamilton, Hm12, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 441 292 9718 or by fax 441 292 9576. The normal business hours are 8:30am to 5:00pm on Monday - Friday.