Fundsmith Investment Services Limited

RIASEC RegisteredEst. 2023
Total AUM
$24.6B
Discretionary
$23.8B
97% of AUM
Avg account
$1.9B
Accounts
13
Employees
12
Advisory reps
7

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

FINTRX

Overview

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

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

Owners & executives

3 of 3
  • Terence Smith

    Terence Smith

    Chief Executive Officer & Chief Investment OfficerCRD 3220157

  • Tom Armstrong

    Tom Armstrong

    Chief Operating OfficerCRD 7310013

  • Mark Laurence

    Mark Laurence

    Chief Operating OfficerCRD 6034546

Contacts

3 of 4
  • Greville Ward

    Greville Ward

    PartnerCRD 1883604

  • Sameerah Joomun

    Compliance ManagerCRD 7818986

  • Julian Robins

    Julian Robins

    Head of ResearchCRD 2405201

Unlock 1 more contacts

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

FINTRX

Location

Primary office

Beaux Songes, null

Location

Beaux Songes, null

Headquartered in Beaux Songes, null.

Address
Palma B2 Road
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth