Coronation Investment Management International (Pty) Ltd (Claremont, Cape Town)

Name: Coronation Investment Management International (Pty) Ltd
Address: 7 Th Floor, Montclare Place, Claremont, Cape Town, 7708
Telephone: +27 21 6802000

Coronation Investment Management International (Pty) Ltd is an adviser based in Claremont, Cape Town. It manages $8.06 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2015.

Coronation Investment Management International (Pty) 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.

Coronation Investment Management International (Pty): assets under management

The assets under management (AUM) of Coronation Investment Management International (Pty) Ltd is $8.06 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and $7.77 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $8.06 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.54 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coronation Investment Management International (Pty) Ltd for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients John Ashley Snalam serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of John Ashley Snalam is pooled investment vehicles with 18 clients and $7.01 billion of assets under management. Among the 7 most similar advisory firms, Coronation Investment Management International (Pty) has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $8.06 billion for 23 clients. 100% of the firm’s clients are foreign persons or businesses.

Coronation Investment Management International (Pty) also advises several private funds.

Careers at Coronation Investment Management International (Pty) Ltd

The company employs 33 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Ashley Snalam has been acting as President since 1 Oct 2015. Karl Francis Leinberger has served as the Chief Investment Officer since 1 Oct 2015 and Anton Clarence Pillay is the Chief Executive Officer of Coronation Investment Management International (Pty) Ltd family office. Kirshni (Nmn) Totaram joined the executive team most recently as the Head Of Institutional Business And Memeber Of The Executive Committee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Karl Francis Leinberger	Chief investment officer	1 Oct 2015	Other	5966059
Kirshni (Nmn) Totaram	Head of institutional business and memeber of the executive committee	1 Oct 2015	Other	5966062
Neville James Chester	Senior portfolio manager	1 Oct 2015	Other	5966064
Anton Clarence Pillay	Chief executive officer/director and member of the executive committee	1 Oct 2015	Other	5966065
Mark Robert Barratt	Chief compliance officer/head of global risk and compliance	1 Oct 2015	Other	6192187
John Ashley Snalam	Chief financial officer/director	1 Oct 2015	Other	4489287
Llewellyn Smith	Chief operating officer and member of executive committee	1 Oct 2015	Other	6277721
Pieter Koekemoer	Head of retail and member of executive committee	1 Oct 2015	Other	6277725
Coronation Investment Management (Pty) Ltd	Shareholder	1 Oct 2015	75% - 100%	foreign
Llewellyn Peter Smith	Chief operating officer and member of executive committee	1 Oct 2015	Other	6277721
Pieter Johannes Koekemoer	Head of retail and member of executive committee	1 Oct 2015	Other	6277725
Coronationfund Managers Ltd	Owner	1 Oct 2015	75% - 100%	foreign

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Coronation Fund Managers Ltd	Holding company (listed on johanessburg stock exchange)	1 Oct 2015	75% - 100%	foreign

Based in Claremont, Cape Town

The principal office where Coronation Investment Management International (Pty) Ltd performs its advisory services is located at 7 Th Floor, Montclare Place, Claremont, Cape Town, 7708, 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 +27 21 6802000 or by fax +27 21 6802100. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at coronation.com/us.