Fundsmith Investment Services Limited
Firm details
- Headquarters
- Beaux Songes,
- CRD number
- 310498
- Registered since
- November 2, 2023
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles99.65%
- Investment Companies0.35%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fundsmith Investment Services Limited is a hedge-fund–classified investment adviser that serves institutional clients and charges fees as a percentage of assets under management. The firm is registered with the SEC as of 2023 and reports ownership that includes foreign and individual stakeholders. Its regulatory activities include operating as a CPO/CTA and providing portfolio management for investment companies and pooled investment vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed adviser.
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
Owners & executives
3 of 3
Terence Smith
Chief Executive Officer & Chief Investment OfficerCRD 3220157
Tom Armstrong
Chief Operating OfficerCRD 7310013

Mark Laurence
Chief Operating OfficerCRD 6034546
Contacts
3 of 4
Greville Ward
PartnerCRD 1883604
Sameerah Joomun
Compliance ManagerCRD 7818986

Julian Robins
Head of ResearchCRD 2405201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beaux Songes, null
Location
Beaux Songes, null
Headquartered in Beaux Songes, null.
- Address
- Palma B2 Road
- Office locations
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