Pell Rudman Trust Company, N.A. (Boston)

Pell Rudman Trust Company, N.A. is an adviser based in Boston. It manages $16.43 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Pell Rudman Trust Company, N.A provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pell Rudman Trust Company, N.A: assets under management

The assets under management (AUM) of Pell Rudman Trust Company, N.A. is $16.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $16.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.43 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pell Rudman Trust Company, N.A. 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 Pell Rudman Trust Company, N.A.

Jeffrey Scott Thomas has served as the Chief Investment Officer since 1 Mar 2001. Lawrence Anthony Walpole joined the executive team most recently as the Managing Director Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pell Rudman & Co.	100% shareholder of pell rudman trust company, n.a.	1 Jan 1988	75% - 100%	04-3173832
United Asset Management Coporation	100% shareholder of pell rudman & co, inc.	1 Aug 1993	75% - 100%	04-2714625
Old Mutual Plc	100% shareholder of united asset management	1 Sep 2000	75% - 100%	foreign
Old Mutual Life Assurance Co. (South Africa) Limited	8.71% shareholder of old mutual plc	1 Sep 2000	Other	foreign
Old Mutual Life Holdings (South Africa) Limited	100% shareholder of old mutual life assurance co. (south africa) limited	1 Sep 2000	75% - 100%	foreign
Old Mutual (South Africa) Ltd.	100% shareholder of old mutual life holdings (south africa)	1 Sep 2000	75% - 100%	foreign
Old Mutual (Netherlands) B.V.	100% shareholder of old mutual (south africa) ltd.	1 Sep 2000	75% - 100%	foreign
Om Group (Uk) Limited	100% shareholder of old mutual (netherlands) b.v.	1 Sep 2000	75% - 100%	foreign
Jeffrey Scott Thomas	Chief investment officer/president of pell rudman investment advisors	1 Mar 2001	Other	1002351
Lawrence Anthony Walpole	Managing director- operations	1 Mar 2001	Other	1819202
Frederick Lincoln Weiss	Portfolio manager	1 Mar 2001	Other	1946789
Jay Pearlstein	Portfolio manager	1 Mar 2001	Other	4385228
N.A. Pell Rudman Trust Company	100% owner of pell rudman investment advisors, a separately identifiable division	1 Mar 2001	75% - 100%	04-2986713

Based in Boston

The principal office where Pell Rudman Trust Company, N.A. performs its advisory services is located at 100 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. The firm also has an office outside of the United States.