W.P. STEWART ASSET MANAGEMENT LTD.

Latest filing: Mar 28, 2024 (250 days ago)

AUM

$266,000,000
16% change vs. 1 year ago
23% change vs. 3 years ago
15% change vs. 5 years ago
-72% change vs. 10 years ago

Employee Count

0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-100% change vs. 10 years ago

Main Office

NASHVILLE, TN
501 COMMERCE STREET, NASHVILLE, TN, UNITED STATES, 37203

Client AUM

Discretion AUM
Discretionary $0.3
Non-Discretionary $0.0
Total $0.3
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.3
Total $0.3
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
SANFORD C. BERNSTEIN & CO., LLC NEW YORK-NY-USA $0.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.3
Retail SMA AUM $0.0
Institutional SMA AUM $0.3
Asset Class % AUM
Equity Exch 100% $0.3
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $0.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
ALLIANCEBERNSTEIN L.P. $651.5 108477
EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC $156.5 156933
EQUITABLE ADVISORS, LLC $32.3 broker-dealer 6627
AB CARVAL INVESTORS, LP $20.4 141819
PLANMEMBER SECURITIES CORPORATION $8.3 broker-dealer 11869
AB PRIVATE CREDIT INVESTORS LLC $7.1 173027
SANFORD C. BERNSTEIN & CO., LLC $3.7 broker-dealer 104474
AB BROADLY SYNDICATED LOAN MANAGER LLC $1.7 308135
AB CUSTOM ALTERNATIVE SOLUTIONS LLC $0.5 110879
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY $0.0 -
AB BERNSTEIN ISRAEL LTD. $0.0 -
ALLIANCEBERNSTEIN (LUXEMBOURG) S.A.R.L. $0.0 -
ALLIANCEBERNSTEIN AUSTRALIA LIMITED $0.0 -
ALLIANCEBERNSTEIN HONG KONG LIMITED $0.0 -
SANFORD C. BERNSTEIN (CANADA) LTD. $0.0 broker-dealer -
ALLIANCEBERNSTEIN HOLDING L.P. $0.0 106998
ALLIANCEBERNSTEIN ADMINISTRADORA DE CARTEIRAS (BRASIL) LTDA. $0.0 -
CPH CAPITAL FONDSMAEGLERSELSKAB A/S $0.0 -
ALLIANCEBERNSTEIN INVESTMENTS, INC. $0.0 broker-dealer 14549
ALLIANCEBERNSTEIN (SINGAPORE) LIMITED $0.0 -
BERNSTEIN INSTITUTIONAL SERVICES LLC $0.0 broker-dealer 317807
ALLIANCEBERNSTEIN CANADA INC. $0.0 -
AB (SHANGHAI) OVERSEAS INVESTMENT FUND MANAGEMENT CO., LTD $0.0 -
SANFORD C. BERNSTEIN (HONG KONG) LIMITED $0.0 broker-dealer -
PENN INVESTMENT ADVISORS, INC. $0.0 151715
EQUITABLE DISTRIBUTORS, LLC $0.0 broker-dealer 25900
AB TRUST COMPANY, LLC $0.0 trust company -
ALLIANCEBERNSTEIN LIMITED $0.0 -
ALLIANCEBERNSTEIN JAPAN LTD. $0.0 -
BERNSTEIN AUTONOMOUS LLP $0.0 broker-dealer -
EQUITABLE FINANCIAL SERVICES COMPANY OF AMERICA $0.0 -
PLANMEMBER ASSET MANAGEMENT CORPORATION $0.0 broker-dealer -
SANFORD C. BERNSTEIN (SCHWEIZ) GMBH $0.0 broker-dealer -
AB (SHANGHAI) INVESTMENT MANAGEMENT CO., LTD. $0.0 -
ALLIANCEBERNSTEIN CORPORATION $0.0 107445
ALLIANCEBERNSTEIN ASSET MANAGEMENT (KOREA) LTD. $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

8 active

Name Title
CRUZ, SILVIO, DINIZ EXECUTIVE DIRECTOR
REIMMEL, BERTRAND, JOSEPH EXECUTIVE DIRECTOR
MANLEY, MARK, RANDALL GENERAL COUNSEL & CORPORATE SECRETARY
DIGANGI, KYLE, CHRISTOPHER GLOBAL CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TN,
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV