Edgbaston Investment Partners
Firm details
- Headquarters
- London,
- CRD number
- 148364
- Registered since
- May 20, 2010
- Website
- www.edgbastonip.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles66.27%
- Pension & Profit Sharing Plans33.73%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Edgbaston Investment Partners is an institutional registered investment adviser organized as a limited liability partnership and SEC-registered since 2010. The firm targets institutional clients and charges fees based on a percentage of assets under management. Its regulatory and business activities indicate it operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles and for businesses or institutions. The firm also appears to serve in sponsor/GP or managing-member roles for pooled vehicles, which suggests direct involvement in running private pooled strategies in addition to advisory services. Edgbaston reports a foreign-entity / individual ownership structure and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2
Stephen Shepherd
Chief Compliance OfficerCRD 6938715

Matthew Myles
Chief Operating OfficerCRD 5783415
Contacts
3 of 4
Sarah Nichols
Senior Portfolio ManagerCRD 5783421
Geraldine Arrigoni
Senior Portfolio ManagerCRD 8125687
Charu Fernando
ChairwomanCRD 4346220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 105 Piccadilly
- Office locations
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