Nw1 Partners Us LLC (London)

Name: Nw1 Partners Us LLC
Address: Lansdowne House, London, W1 J6 Er
Telephone: 02074481448

Nw1 Partners Us LLC is an adviser based in London. It manages $92.71 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Illinois.

Nw1 Partners Us 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.

Nw1 Partners Us: assets under management

The assets under management (AUM) of Nw1 Partners Us LLC is $92.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.35 million each.

Nw1 Partners Us has custody of $92.71 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nw1 Partners Us LLC 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 Nw1 Partners Us serves?

The only and largest group of clients of Nw1 Partners Us is pooled investment vehicles with 2 clients and $92.71 million of assets under management. Among the 11 most similar advisory firms, Nw1 Partners Us has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $92.71 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Nw1 Partners Us also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000 for each fund.

Careers at Nw1 Partners Us LLC

The company employs 14 people that are either part- or full-time employees. 43 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
William Bradley Beanblossom	Partner	1 Aug 2016	Other	6856201
James William Jeremy Ritblat	Partner	1 Aug 2016	Other	6027917
Paul Jonathan Goswell	Partner	1 Aug 2016	Other	6027915
Newincco 1404 Limited	Member	1 Jan 2017	50% - 75%	foreign entity
Llc Gj1 Investment Partners	Member	1 Jan 2017	50% - 75%	81-3715402
Marion Manisha Trinel Cransac	Chief compliance officer and principal	1 Jul 2017	Other	6856203
Marion Manisha Trinel	Chief compliance officer and senior associate	1 Jul 2017	Other	6856203
Rohit Patel	Chief compliance officer	1 Dec 2018	Other	6027918

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Delancey Real Estate Partners Limited	Owner	1 Jul 2002	75% - 100%	foreign entity
James William Jeremy Ritblat	Owner of class b and class c shares	1 Jul 2003	75% - 100%	6027917
Delancey Real Estate Asset Management Limited	Sole shareholder	1 May 2016	75% - 100%	foreign entity
David Boyle	Sole member	1 Aug 2016	75% - 100%	5337966
James William Jeremy Ritblat	Owner	1 Jan 2017	75% - 100%	6027917
James William Jeremy Ritblat	Owner	1 Nov 2017	75% - 100%	6027917
Cortx 1 Limited	Owner	1 Nov 2017	75% - 100%	foreign entity
Cortx Holdings Limited (F/K/A Cortx 1 Limited)	Owner	1 Nov 2017	75% - 100%	foreign entity

Based in London

The principal office where Nw1 Partners Us LLC performs its advisory services is located at Lansdowne House, London, W1 J6 Er, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 02074481448. The normal business hours are 9:00 am- 6:00 pm (london time) on Monday - Friday. You can find more information about the New York firm at nw1partners.com.