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OLD MUTUAL CUSTOMISED SOLUTIONS

Business and Investment Profile

The OLD MUTUAL CUSTOMISED SOLUTIONS is a privately held investment adviser that advises $24.41Bn in regulatory assets under management held in 2 SEC fund types across 4 investment strategies. OLD MUTUAL CUSTOMISED SOLUTIONS is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 167.09% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 17.4 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1 OAKDALE ROAD COLINTON HOUSE, THE OVAL, CAPE TOWN, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Asset Profile

Their $24.41Bn in assets advised are owned by 11 private funds, 80 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $23.91Bn or 97.96% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $497.3mn or 2.04% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 48.69%, 28.62% and 20.65% of total assets, respectively.

Client Profile

They advise Mutual Fund fund type.

Service Provider Profile

The Group uses 11 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $497.3mn in assets.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

OLD MUTUAL CUSTOMISED SOLUTIONS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 3 funds.

Full profile: OLD MUTUAL CUSTOMISED SOLUTIONS

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Generated 2026-09-12T06:47:55.331098.  © 2026 Convergence.