|Augusta Advisors, LLC is a RIA based in Harare, Harare with $29M in AUM. Thomas Brendan Whelan is the majority owner of the firm and has been in this role with the firm since 2004.|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Thomas Brendan Whelan (75% or more)
- Claire Whelan (5% to 10%)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Thomas Brendan Whelan||Managing Director||01/01/2004|
|John Christopher Van||Chief Compliance Officer||01/01/2008|
|Clint M Binkley||Senior Vice President||01/01/2009|
|Claire Whelan||Managing Director||01/01/2008|
No firm affiliates listed.
4 High Ridge Office Park
Stamford , CT 06905
Types of Compensation Arrangements
- Percentage of Assets
- Other: (6) Performance-based fees