Punter Southall LLC is a large advisory firm based in Waltham. It manages $4.2 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.
Punter Southall provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and pension related corporate finance advice. 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 Punter Southall LLC is $4.2 billion. The firm's AUM has grown by 1167% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Punter Southall LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Punter Southall LLC performs its advisory services is located at 200 West Street, Waltham, MA 02451, 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 781-373-6900 or by fax 781-373-6902. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.puntersouthall.us.