Federated Investors (Uk) LLP is an adviser based in London. It manages $14.22 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014.
Federated Investors (Uk) provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and provides fundamental and quantitative credit analysis to other advisers.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Federated Investors (Uk) LLP is $14.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 334% since the beginning of its operation, and $12.73 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Federated Investors (Uk) 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.
The firm provides services to investment companies, pooled investment vehicles, and sovereign wealth funds and foreign official institutions. The largest group of clients of Federated Investors (Uk) is pooled investment vehicles with 4 clients and $8.58 billion of assets under management. Among the 8 most similar advisory firms, Federated Investors (Uk) has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $14.22 billion for 8 clients. 63% of the firm’s clients are foreign persons or businesses.
Federated Investors (Uk) also advises several private funds. Namely, one liquidity fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 17 people that are either part- or full-time employees. 65 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 compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Dennis F Gepp has served as the Chief Investment Officer since 1 Apr 2012. Stephen Paul Van Meter joined the executive team most recently as the Chief Compliance Officer U.S. Operations.
The principal office where Federated Investors (Uk) LLP performs its advisory services is located at 150 Cheapside, London, Ec2 V 6 Et, 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 7292 8620 or by fax 44 20 7292 8650. The normal business hours are 9 am to 5 pm london time on Monday - Friday. You can find more information about the New York firm at federatedinvestors.co.uk.