Fondsmaeglerselskabet Maj Invest A/S is an investment adviser to an investment company based in Copenhagen K. It manages $9.81 billion of regulatory assets for 93 client accounts. It has been registered with the SEC as an adviser since 2017.
Fondsmaeglerselskabet Maj Invest A/S provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and non-us regulated investment companies and pension plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fondsmaeglerselskabet Maj Invest A/S is $9.81 billion. The firm's AUM has grown by 2% since the beginning of its operation, and $9.23 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fondsmaeglerselskabet Maj Invest A/S for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Fondsmaeglerselskabet Maj Invest A/S is pooled investment vehicles with 27 clients and $5.01 billion of assets under management. Among the 6 most similar advisory firms, Fondsmaeglerselskabet Maj Invest A/S has the 2nd lowest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.42 billion for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 97% of the firm’s clients are foreign persons or businesses.
Fondsmaeglerselskabet Maj Invest A/S doesn't advise any private funds.
The company employs 75 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Peter Nmn Mosbaek has served as the Chief Investment Officer since 1 Jun 2007 and Jeppe Fonager Christiansen is the Chief Executive Officer of Fondsmaeglerselskabet Maj Invest A/S family office. Anders Moller Olesen joined the executive team most recently as the Member Of The Board Of Directors.
The principal office where Fondsmaeglerselskabet Maj Invest A/S performs its advisory services is located at 18 Gammeltorv, Copenhagen K, 1457 The mailing address of the firm is P.O.Box 93, Copenhagen K, 1003. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 45 33 38 73 00 or by fax 45 33 38 73 10. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at majinvest.com and its LinkedIn profile.