FUNDSMITH, LLP
Firm details
- Headquarters
- LONDON,
- CRD number
- 160365
- Registered since
- February 14, 2014
- Website
- www.fundsmith.co.uk
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fundsmith, LLP is a limited liability partnership registered with the SEC in 2014 that provides portfolio management for pooled investment vehicles and services primarily to institutional clients. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor. It appears structured to serve pooled vehicles and acts in sponsor/GP and commodity pool or CTA roles in addition to being an investment adviser. Regulatory and business attributes in the record indicate Fundsmith is not a multi-state or newly formed adviser and is not classified as a capital allocator. Ownership is listed across domestic and foreign entities as well as individuals.
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 3MARK LAURENCE
Chief Operating OfficerCRD 6034546
TERENCE SMITH
Chief Executive Officer & Chief Investment OfficerCRD 3220157
Paul Mainwaring
Chief Financial OfficerCRD 7397636
Contacts
1 of 1ROBERT PARKER
CCOCRD 7216762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- 33 Cavendish Sq
- Office locations
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