36 South Capital Advisors LLP (London)

Name: 36 South Capital Advisors LLP
Address: 3 Rd Floor Berkeley Square House, London, W1 J 6 Bu
Telephone: +44-20-3205-3000

36 South Capital Advisors LLP is a large advisory firm based in London. It manages $1.13 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2013.

36 South Capital Advisors 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.

36 South Capital Advisors: assets under management

The assets under management (AUM) of 36 South Capital Advisors LLP is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 119% since the beginning of its operation, and $1.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $94.19 million each.

36 South Capital Advisors has custody of $1.13 billion in cash and securities for 12 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay 36 South Capital Advisors LLP 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 36 South Capital Advisors serves?

The only and largest group of clients of 36 South Capital Advisors is pooled investment vehicles with 12 clients and $1.13 billion of assets under management. Among the 8 most similar advisory firms, 36 South Capital Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.13 billion for 12 clients. 92% of the firm’s clients are foreign persons or businesses.

36 South Capital Advisors also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $114,315.

Careers at 36 South Capital Advisors LLP

The company employs 21 people that are either part- or full-time employees. 33 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard John Hollington	General partner	1 May 2009	25% - 50%	6144802
Michael Lee Tasker	Cco, general partner	1 Jun 2009	Other	6144799
Richard Jeremy Haworth	General partner	1 Oct 2010	50% - 75%	6144800

Based in London

The principal office where 36 South Capital Advisors LLP performs its advisory services is located at 3 Rd Floor Berkeley Square House, London, W1 J 6 Bu, 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 +44-20-3205-3000 or by fax +44-20-749-31248. The normal business hours are 0900 - 1700 on Monday - Friday. You can find more information about the New York firm at 36south.com and its LinkedIn profile.