Fundsmith, LLP

RIASEC RegisteredEst. 2014
Total AUM
$18.5B
Discretionary
$18.5B
100% of AUM
Avg account
$3.7B
Accounts
5
Employees
43
Advisory reps
4

Firm details

Headquarters
London,
CRD number
160365
Registered since
February 14, 2014
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fundsmith, LLP is a limited liability partnership operating as an institutional registered investment adviser. The firm focuses on managing pooled investment vehicles and charges clients a percentage-of-assets fee. Its client base is institutional rather than retail, and it does not present itself as an active ESG investor. Fundsmith also performs roles typical of a sponsor or general partner, and is affiliated with other investment-adviser and commodity/trading entities that support pooled-vehicle management.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Mark Laurence

    Mark Laurence

    Chief Operating OfficerCRD 6034546

  • Terence Smith

    Terence Smith

    Chief Executive Officer & Chief Investment OfficerCRD 3220157

  • Paul Mainwaring

    Paul Mainwaring

    Chief Financial OfficerCRD 7397636

Contacts

1 of 1
  • Robert Parker

    Robert Parker

    CCOCRD 7216762

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
33 Cavendish Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth