The MCINROY WOOD LIMITED is a privately held investment adviser that advises $5.99Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. MCINROY WOOD LIMITED is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 57.04% over the last 4-years.
The Group has been registered with the SEC for 4.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at EASTER ALDERSTON, HADDINGTON, EAST LOTHIAN, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 72 employees comprised of 22 investment and 50 non-investment staff. The total number of Employees increased by 35.85% over the last 4-years.
Their $5.99Bn in assets advised are owned by 13 private funds, 5 public funds and BDCs and 35 other accounts. Assets of Investment Companies (IC) clients own $3.53Bn or 58.96% of Total Assets and Individuals own $1.27Bn or 21.22% of Total Assets.
The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 88.49% and 11.51% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MCINROY WOOD LIMITED names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In MCINROY WOOD LIMITED's case, they have 7 business conditions that require high process maturity and 1 Watch Factors.