Sign in Sign up for free

Cgu Asset Management Inc (Boston)


Cgu Asset Management Inc is a large advisory firm based in Boston. It manages $12.77 billion of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2001.

Cgu Asset Management provides 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.

Cgu Asset Management: assets under management

The assets under management (AUM) of Cgu Asset Management Inc is $12.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $297.04 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cgu Asset Management Inc 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.

Indirect Owners

The SEC currently registers 17 indirect owners.

Name Entity Date acquired Ownership Employer ID
Cgu International Insurance Plc Owner 1 Apr 1966 75% - 100% n/a
Cgnu Plc Owner 1 Jun 1990 75% - 100% n/a
Cgu International Holdings Luxembourg S.A. 54% owner 1 Dec 1998 50% - 75% n/a
Cgu Holdings Llc 46% owner 1 Dec 1998 25% - 50% n/a
Cgu International Holdings B.V. Owner 1 Dec 1998 75% - 100% n/a
Cgu Group B.V. Owner 1 Dec 1998 75% - 100% n/a
Commercial Union International Holdings Limited Owner 1 Dec 1998 75% - 100% n/a
Scottish Insurance Corporation Limited Owner 1 Dec 1998 75% - 100% n/a
Cgu Insurance Plc Owner 1 Dec 1998 75% - 100% n/a
General Accident Plc Owner 1 Dec 1998 75% - 100% n/a
Inc. Fund American Companies Owner of onebeacon corporation 1 Jun 2001 75% - 100% 52-2272489
Inc. Fund American Enterprises Holdings Owner of fund american companies, inc. 1 Jun 2001 75% - 100% 52-2272487
Wm Enterprises (Barbados) Ltd. Owner of fund american enterprises holdings, inc. 1 Jun 2001 75% - 100% n/a
Wm Bridgetown (Barbados) Ltd. Owner of wm enterprises (barbados) ltd. 1 Jun 2001 75% - 100% n/a
Wm Asset Management (Barbados) Ltd. Owner of wm bridgetown (barbados) ltd. 1 Jun 2001 75% - 100% n/a
White Mountains Holdings (Barbados) Srl Owner of wm asset management (barbados) ltd. 1 Jun 2001 75% - 100% 94-2708455
Ltd. White Mountains Insurance Group Owner of white mountains holdings (barbados) srl 1 Jun 2001 75% - 100% 94-2708455

Based in Boston

The principal office where Cgu Asset Management Inc performs its advisory services is located at One Beacon Street, Boston, MA 02108, 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 617-725-6191 or by fax 617-725-6580. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Cgu Asset Management Inc