Old Mutual Customised Solutions is an investment advisor in Pinelands with $922.62 mm assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Old Mutual Global Index Trackers
SEC CIK
IRS number
421767799
SEC advisor number
801-69945
FINRA CRD number
148959
AUM ?
$922.62 mm
(as of 31 Mar 22)
Accounts
3
(as of 31 Mar 22)
Employees
19
(18 investment advisory or research)
Address
Old Mutual Customised Solutions
MUTUAL PARK
JAN SMUTS DRIVE
PINELANDS
T3 7405
MUTUAL PARK
JAN SMUTS DRIVE
PINELANDS
T3 7405
Office hours
Monday - Friday, 9AM-5PM
Phone
27 21 509 5022
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Watson, Grant, Allan | CIO | 01/2016 | < 5% |
Old Mutual Investment Group Holdings (Pty) Lmited | Owner | 03/2013 | > 75% |
Old Mutual Investment Group Holdings (Pty) Limited | Owner | 09/2005 | > 75% |
Old Mutual PLC | Shareholder | 05/1999 | > 75% |
Pohl, Brett, William | Chief Compliance Officer | 02/2011 | < 5% |
George, Hywel, David | Director of Investments | 01/2014 | < 5% |
Lumby, David, Mark | Non-executive Director | 12/2018 | < 5% |
Abbas, Wasiem | COO | 12/2018 | < 5% |
Old Mutual Emerging Markets (Pty) Limited | Shareholder | 03/2013 | > 75% |
Old Mutual Group Holdings (Sa) Limited | Shareholder | 03/2013 | > 75% |
Old Mutual Limited | Shareholder | 03/2013 | > 75% |
Gamieldan, Kieyam | Managing Director | 10/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 18
13F-HR
Quarterly holdings report by institutional manager
15 May 18
13F-HR
Quarterly holdings report by institutional manager
16 Feb 18
13F-HR
Quarterly holdings report by institutional manager
14 Nov 17
13F-HR
Quarterly holdings report by institutional manager
14 Aug 17
13F-HR
Quarterly holdings report by institutional manager
16 May 17
13F-HR
Quarterly holdings report by institutional manager
14 Feb 17
13F-HR
Quarterly holdings report by institutional manager
10 Nov 16
13F-HR
Quarterly holdings report by institutional manager
11 Aug 16
13F-HR
Quarterly holdings report by institutional manager
9 May 16