Edgbaston Investment Partners LLP (London)

Name: Edgbaston Investment Partners LLP
Address: 105 Piccadilly, London, W1 J 7 Nj
Telephone: 011-44-207-258-3170

Edgbaston Investment Partners LLP is a large advisory firm based in London. It manages $2.61 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016.

Edgbaston Investment Partners 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.

Edgbaston Investment Partners: assets under management

The assets under management (AUM) of Edgbaston Investment Partners LLP is $2.61 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% since the beginning of its operation, and $574.92 million of the total AUM is attributable to clients outside of the United States.

The firm manages $2.61 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edgbaston Investment Partners LLP for their services and products based on a percentage of assets under management. 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 Edgbaston Investment Partners serves?

The only and largest group of clients of Edgbaston Investment Partners is pooled investment vehicles with 2 clients and $2.61 billion of assets under management. Among the 10 most similar advisory firms, Edgbaston Investment Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.61 billion for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Edgbaston Investment Partners also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Edgbaston Investment Partners LLP

The company employs 13 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charu Lata Fernando	Executive committee member, partner, chief investment officer, chief executive officer	1 Apr 2016	Other	4346220
Matthew Paul Myles	Executive committee member, partner, chief operating officer	1 Apr 2016	Other	5783415
Sarah Jane Nichols	Executive committee member, partner, senior portfolio manager, head of research	1 Apr 2016	Other	5783421
Edgbaston Partners Limited	Limited partner	1 Apr 2016	75% - 100%	foreign
Timothy John Linehan	Non-executive member of executive committee	1 Apr 2016	Other	4660128
Corrinn Kay Davis	Executive committee member	1 Apr 2016	Other	5783394
Raymond K Cheung	Executive committee member (non-executive)	1 Apr 2018	Other	5072825
Stephen James Shepherd	Chief compliance officer	1 Apr 2018	Other	6938715

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Butt	Chairman, director, shareholder	1 Apr 1995	50% - 75%	1460494
Silchester Partners Limited	Shareholder	1 May 2008	25% - 50%	foreign
Matthew Paul Myles	Director, shareholder	1 May 2008	Other	5783415
Timothy John Linehan	Director	1 May 2008	Other	4660128
Charu Lata Fernando	Chairman, director, shareholder	1 Jun 2008	25% - 50%	4346220
Sarah Jane Nichols	Director, shareholder	1 Aug 2008	Other	5783421

Based in London

The principal office where Edgbaston Investment Partners LLP performs its advisory services is located at 105 Piccadilly, London, W1 J 7 Nj, 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 011-44-207-258-3170 or by fax 011-44-207-258-3188. The normal business hours are 08:00-18:00 on Monday - Friday. You can find more information about the New York firm at edgbastonip.com and its LinkedIn profile.