36 South Capital Advisors LLP

RIASEC RegisteredEst. 2013
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$102M
Accounts
10
Employees
24
Advisory reps
5

Firm details

Headquarters
London,
CRD number
166406
Registered since
March 28, 2013
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles81.26%
  • State / Municipal Government18.74%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

36 South Capital Advisors LLP is a London-based hedge fund adviser that focuses on institutional clients and manages pooled vehicles and bespoke institutional mandates. The firm operates as a limited liability partnership and is organized to run hedge fund strategies while also acting in roles tied to pooled investment vehicles (sponsor, GP, managing member). Its advisory activity is concentrated on portfolio management for pooled investment vehicles and for businesses or institutions, and it undertakes commodity pool operator/commodity trading advisor (CPO/CTA) activities. Investment preferences skew toward fixed-income allocations alongside active hedge fund and commodity exposures. The firm charges a mix of asset-based fees and performance-based fees typical of hedge fund managers, reflecting a willingness to use incentive structures to align manager and investor interests. 36 South Capital does not flag itself as an active ESG investor and appears focused on traditional institutional allocations rather than retail or mass-affluent clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: US Government Bonds 53%, Derivatives 37%, Cash & Cash Equivalents 10%53%
  • US Government Bonds53%
  • Derivatives37%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 5
  • Michael Tasker

    Michael Tasker

    PARTNER & CHIEF EXECUTIVE OFFICERCRD 6144799

  • Thomas Lucey

    Thomas Lucey

    Chief Compliance OfficerCRD 7239697

  • Richard Haworth

    Richard Haworth

    Partner, Chief Investment OfficerCRD 6144800

Unlock 2 more executives

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
89 Chester Close
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth