Hollbeach Investment Management LLP (London)


Hollbeach Investment Management LLP is an adviser based in London. It manages $669.9 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2013.

Hollbeach Investment Management 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.

Hollbeach Investment Management: assets under management

The assets under management (AUM) of Hollbeach Investment Management LLP is $669.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18244% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $669.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $55.82 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hollbeach Investment Management LLP for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hollbeach Investment Management LLP

Lance Vaughan Hill has served as the Chief Investment Officer since 1 Apr 2016 and Christopher Richard East is the Chief Executive Officer of Hollbeach Investment Management LLP family office. Timothy Alan Maynard joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Simon James Wooding Head of asset management/trading 1 May 2013 25% - 50% 6196179
Hamish Lachlan Robert Pritchard Chief compliance officer 1 May 2013 25% - 50% 6196178
Christopher Richard East Chief executive officer 1 May 2013 25% - 50% 6196180
Roger Frank Looker Independent non-executive officer 1 May 2013 Other 1215444
Jeremy Oliver Hill Chief operating officer 1 Mar 2015 25% - 50% 6517072
Timothy Alan Maynard Chief compliance officer 1 Dec 2015 25% - 50% 6652290
Timothy Maynard Chief operating officer 1 Dec 2015 25% - 50% 6652290
Lance Vaughan Hill Chief investment officer 1 Apr 2016 25% - 50% 6652284

Based in London

The principal office where Hollbeach Investment Management LLP performs its advisory services is located at 20 Th Floor, London, Ec2 N 1 Ar, 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 011-44-207-382-8600 or by fax 011-44-504-8385. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at hollbeach.com.