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AISA DIRECT LIMITED

Business and Investment Profile

The AISA DIRECT LIMITED is a privately held investment adviser that advises $126.46mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. AISA DIRECT LIMITED is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 608.59% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.56 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at UNIT 5, THE GRAIN STORE MANOR FARM COATE, DEVIZES, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 7 US and Non-US bodies.

Employee Profile

They have 8 employees comprised of 2 investment and 6 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.

Asset Profile

Their $126.46mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $106.63mn or 84.32% of Total Assets and High Net Worth Individuals own $19.83mn or 15.68% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

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

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

AISA DIRECT 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.

Full profile: AISA DIRECT LIMITED

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Keywords: Aisa Direct, Aisa Financial Planning, Aisa, Direct
Generated 2026-09-12T06:53:09.8947965.  © 2026 Convergence.