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 U.S. limited partnership that manages pooled investment vehicles for an institutional client base. The firm acts in roles consistent with both commodity pool operator/commodity trading advisor (CPO/CTA) activity and portfolio manager for pooled funds, indicating a blend of futures/derivatives-based trading and traditional hedge-fund-style management. Its business model is fee-driven, combining a percentage-of-assets-under-management fee with performance-based fees. The firm identifies as an active ESG investor, which suggests environmental, social or governance considerations are integrated into at least some portfolio or manager-selection decisions. Egerton Capital (US), LP also maintains industry affiliations that include acting as an adviser and sponsor/GP or managing member of pooled investment vehicles. While it is not classified as a capital allocator in the data provided, the firm does allocate to third-party alternative managers as part of its investment program.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

    Chief Investment Officer, FounderCRD 5887016

  • PHILIP NIEL

    Chief Compliance OfficerCRD 5817867

Contacts

1 of 1
  • Joshua Studholme

    PartnerCRD 8240106

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

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