Guardcap Asset Management Limited

RIASEC RegisteredEst. 2020
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$495M
Accounts
12
Employees
24
Advisory reps
3

Firm details

Headquarters
London,
CRD number
297056
Registered since
December 7, 2020
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles90.94%
  • State / Municipal Government4.41%
  • Corporations / Businesses4.24%
  • Charitable Organizations0.41%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Guardcap Asset Management Limited is an institutional investment adviser that manages pooled vehicles and provides portfolio management for businesses and other institutions. The firm charges fees based on a percentage of assets under management and lists institutional clients as its primary constituency. It identifies as an active ESG investor and operates under an ownership structure described as foreign entity/individual. Guardcap reports relationships across the financial ecosystem — including broker-dealers, other investment advisers, banks or thrift institutions, trust companies, insurance companies, and roles as sponsor or general partner of pooled vehicles — suggesting it works with outside firms both for distribution and product sponsorship. The adviser is not structured as a capital allocator to third-party managers but does allocate to external alternative fund managers (see Investments & Alternatives).

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Arieta Koshutova

    Arieta Koshutova

    Chief Operating OfficerCRD 6947177

  • Steven Bates

    Steven Bates

    Director & Chief Investment OfficerCRD 5775796

Contacts

1 of 1
  • George Mavroudis

    Board DirectorCRD 4853652

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
11 Charles Ii St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth