Eso Capital Partners Uk LLP (London)


Eso Capital Partners Uk LLP is a large advisory firm based in London. It manages $521.39 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015.

Eso Capital Partners Uk provides 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.

Eso Capital Partners Uk: assets under management

The assets under management (AUM) of Eso Capital Partners Uk LLP is $521.39 million, all of which is managed in discretionary accounts. $521.39 million of the total AUM is attributable to clients outside of the United States.

The firm manages $521.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $130.35 million each.

Investments

The firm invests in other assets the most. They account for 61% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 35% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eso Capital Partners Uk LLP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Eso Capital Partners Uk serves?

The firm provides services to other investment advisers and pooled investment vehicles. The largest group of clients of Eso Capital Partners Uk is pooled investment vehicles with 3 clients and $506.35 million of assets under management. Among the 9 most similar advisory firms, Eso Capital Partners Uk has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $521.39 million for 4 clients. 100% of the firm’s clients are foreign persons or businesses.

Eso Capital Partners Uk also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.

Careers at Eso Capital Partners Uk LLP

The company employs 21 people that are either part- or full-time employees. 38 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.

Rhonda Nicoll joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Eso Capital Uk Ltd Limited company 1 Oct 2006 75% - 100% fe
Alexander Schmid Chief executive officer 1 Sep 2009 Other 2522225
Richard Butler Chief financial officer 1 Sep 2009 Other 6454685
Alexander James Duncan Chief operating officer 1 Nov 2012 Other 6177834
Rhonda Nicoll Chief operating officer 1 Jun 2018 Other 6978068

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
E5 Llc Worth Capital Holdings Limited company 1 Aug 2006 75% - 100% fe
Eso Cayman Ltd Limited company 1 Nov 2006 75% - 100% fe
Charles R. Holzer Shareholder 1 Dec 2006 75% - 100% 4564760
Charles Rustin Holzer Shareholder 1 Dec 2006 75% - 100% 4564760
Alexander Schmid Shareholder 1 Sep 2016 75% - 100% 2522225
Black Lion Limited Limited company 1 Sep 2016 75% - 100% foreign
Eso Group Ltd Limited company 1 Sep 2016 75% - 100% foreign
Eso Group Partners Lp Limited partnership 1 Sep 2016 75% - 100% foreign

Based in London

The principal office where Eso Capital Partners Uk LLP performs its advisory services is located at Palladium House, 2 Nd Floor, London, W1 F 7 Ta, 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 +44 203 642 2600 or by fax +44 207 287 5157. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at esocapital.com.