Phoenix Asset Management Partners Limited (London)

Name: Phoenix Asset Management Partners Limited
Address: 64 66 Glentham Road, London, Sw13 9 Jj
Telephone: +44 (0) 208 600 0100

Phoenix Asset Management Partners Limited is a large advisory firm based in London. It manages $1.25 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2016.

Phoenix Asset Management Partners Limited provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Phoenix Asset Management Partners Limited: assets under management

The assets under management (AUM) of Phoenix Asset Management Partners Limited is $1.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and $1.25 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $103.93 million each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Phoenix Asset Management Partners Limited 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 Steven David Tatters serves?

The only and largest group of clients of Steven David Tatters is pooled investment vehicles with 3 clients and $499.77 million of assets under management. Among the 9 most similar advisory firms, Phoenix Asset Management Partners Limited has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $499.77 million for 3 clients. 92% of the firm’s clients are foreign persons or businesses.

Phoenix Asset Management Partners Limited doesn't advise any private funds.

Careers at Phoenix Asset Management Partners Limited

The company employs 15 people that are either part- or full-time employees. 60 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.

Steven David Tatters has been acting as President since 1 Sep 2004. Gary Andrew Scott Channon has served as the Chief Investment Officer since 1 Feb 1998. Tristan John Chapple joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Thompson	Shareholder	1 Feb 1998	Other	6698077
Gary Andrew Scott Channon	Shareholder/director/chief investment officer	1 Feb 1998	Other	6698080
Steven David Tatters	Director/chief operations officer/chief compliance officer	1 Sep 2004	Other	6698073
Charlotte Clare Maby	Shareholder/director/finance director	1 Sep 2004	Other	6698076
Roger Timothy Canham	Shareholder/director/non-executive chairman	1 Jul 2009	Other	6698079
Channon Holdings Limited	Owner	1 Mar 2013	75% - 100%	foreign entity
Tristan John Chapple	Director	1 Jan 2016	Other	6698083

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gary Andrew Scott Channon	Owner/director	1 Mar 2013	50% - 75%	6698080
Sedef Channon	Director/owner	1 Mar 2013	25% - 50%	6698084

Based in London

The principal office where Phoenix Asset Management Partners Limited performs its advisory services is located at 64 66 Glentham Road, London, Sw13 9 Jj, 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 (0) 208 600 0100 or by fax +44 (0) 208 600 0101. The normal business hours are 8 am - 6 pm on Monday - Friday. You can find more information about the New York firm at phoenixassetmanagement.com/.