Fundsmith Investment Services Limited

RIASEC Registered
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 organized as a corporation and operates as a hedge fund manager that serves institutional clients. The firm is SEC-registered (2023) and reports a fee model based on a percentage of assets under management. Its stated business activities include acting as a CPO/CTA and providing portfolio management for investment companies and pooled investment vehicles. The firm is identified as neither an active ESG investor nor a multi-state adviser, and it does not position itself as a capital allocator or pension consultant. Industry affiliations noted include roles as an investment adviser and sponsor, plus acting as a general partner/managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Terence Smith

    Terence Smith

    Chief Executive Officer & Chief Investment OfficerCRD 3220157

  • Mark Laurence

    Mark Laurence

    Chief Operating OfficerCRD 6034546

  • Tom Armstrong

    Tom Armstrong

    Chief Operating OfficerCRD 7310013

Contacts

3 of 4
  • Greville Ward

    Greville Ward

    PartnerCRD 1883604

  • Mohammad Hossany

    Mohammad Hossany

    DirectorCRD 7310015

  • Julian Robins

    Julian Robins

    Head of ResearchCRD 2405201

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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

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