Edgbaston Investment Partners

RIASEC RegisteredEst. 2010
Total AUM
$944M
Discretionary
$944M
100% of AUM
Avg account
$315M
Accounts
3
Employees
11
Advisory reps
6

Firm details

Headquarters
London,
CRD number
148364
Registered since
May 20, 2010
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Stephen Shepherd

    Stephen Shepherd

    Chief Compliance OfficerCRD 6938715

  • Matthew Myles

    Matthew Myles

    Chief Operating OfficerCRD 5783415

Contacts

3 of 4
  • Sarah Nichols

    Sarah Nichols

    Senior Portfolio ManagerCRD 5783421

  • Geraldine Arrigoni

    Senior Portfolio ManagerCRD 8125687

  • Charu Fernando

    Charu Fernando

    ChairwomanCRD 4346220

Unlock 1 more contacts

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
105 Piccadilly
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth