Egerton Capital (US), LP

RIASEC RegisteredEst. 2018
Total AUM
$19.5B
Discretionary
$19.5B
100% of AUM
Avg account
$3.9B
Accounts
5
Employees
8
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
297738
Registered since
August 23, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Egerton Capital (US), LP is a limited partnership operating as an institutional registered investment adviser. The firm is structured to manage pooled investment vehicles and is active as a CPO/CTA and as a sponsor, general partner or managing member of pooled vehicles. Its client base is institutional, and its fee arrangements combine asset-based charges with performance-linked fees. Egerton Capital (US), LP is flagged as an active ESG investor and has been SEC-registered since 2018.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • John Armitage

    John Armitage

    Chief Investment Officer, FounderCRD 5887016

  • Philip Niel

    Philip Niel

    Chief Compliance OfficerCRD 5817867

Contacts

1 of 1
  • Joshua Studholme

    PartnerCRD 8240106

Wealth teams

FINTRX

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
20 Madison St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth