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 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
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

Mark Laurence
Chief Operating OfficerCRD 6034546
Tom Armstrong
Chief Operating OfficerCRD 7310013
Contacts
3 of 4
Greville Ward
PartnerCRD 1883604

Mohammad Hossany
DirectorCRD 7310015

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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