Groupama Asset Management Na (Irvington)

Name: Groupama Asset Management Na
Address: 94 North Broadway, Irvington, NY, 10533
Telephone: 914-674-5700

Groupama Asset Management Na is a large advisory firm based in Irvington. It manages $1.6 billion of regulatory assets for 9,008 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Groupama Asset Management Na provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Groupama Asset Management Na: assets under management

The assets under management (AUM) of Groupama Asset Management Na is $1.6 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.6 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $177.62 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Groupama Asset Management Na for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Groupama Asset Management Na

V.M.J. Zeller has been acting as President since 1 Dec 2000. Jean Marie Catala joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Finama Asset Management	Shareholder	1 Nov 1995	75% - 100%	foreign
Daniel William Portanova	Director, managing director & portfolio manager	1 Nov 1995	Other	1360723
Mark Peter Bronzo	Director,managing director, portfolio manager	1 Nov 1995	Other	4359227
Iona Kathleen Watter	Secretary/compliance officer	1 Dec 1995	Other	1326418
Ann Bonis Charancle Meniel	Director	1 Dec 1995	Other	4359238
Francois Marc Durand	Director, chairman	1 Dec 1995	Other	4359247
Pascale Auclair	Director	1 Dec 1995	Other	4359249
Ann Bonis Meniel	Director	1 Dec 1995	Other	4359238
Francois Coeytaux	Operations director	1 May 1996	Other	4359245
Remi J Ponsonnet	Portfolio manager	1 Aug 1998	Other	4359241
Francis Allhaud	Director	1 Dec 1999	Other	4359232
Christopher Michael Campbell Birket	Director	1 Dec 1999	Other	4359236
Francis Ailhaud	Director	1 Dec 1999	Other	4359232
Joseph Charles Oconnor	Director, managing director& portfolio manager	1 Jul 2000	Other	1083653
V.M.J. Zeller	Director	1 Dec 2000	Other	4359223
Yann De Saint Meleuc	Director	1 Oct 2001	Other	4520648
Jean Marie Catala	Director	1 Oct 2002	Other	4602551

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Caisse Centrale Des Assurances Mutuelles Agricoles	Shareholder	1 Jul 1894	75% - 100%	n/a
Banque Finama	Shareholder	1 Jul 1972	75% - 100%	n/a
Groupama S.A.	Shareholder	1 Dec 1987	50% - 75%	n/a
Caisse Centrale Des Assurances Mutuelles Agricoles	Shareholder	1 Jun 1991	75% - 100%	n/a
Groupama Finance	Shareholder	1 Jul 1993	50% - 75%	n/a
Gan S.A.	Shareholder	1 Jul 1998	50% - 75%	n/a
Banque Finama	Shareholder	1 Jan 1999	75% - 100%	n/a
Groupama S.A.	Shareholder	1 Jul 2002	75% - 100%	n/a

Based in Irvington

The principal office where Groupama Asset Management Na performs its advisory services is located at 94 North Broadway, Irvington, NY 10533, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 914-674-5700 or by fax 914-674-5750. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.gamna.com.