Haverstock Capital LLP

RIASEC RegisteredEst. 2026
Total AUM
$75M
Discretionary
$75M
100% of AUM
Avg account
$75M
Accounts
1
Employees
5
Advisory reps
4

Firm details

Headquarters
London,
CRD number
340312
Registered since
March 30, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Haverstock Capital LLP is organized as a limited liability partnership and is registered with the SEC as of 2026. The firm serves institutional clients and reports a business model centered on portfolio management for pooled investment vehicles as well as for businesses and other institutions. Ownership is held by an individual, and the adviser is not positioned as a multi-state or pension consultant, nor is it listed as a related adviser to another entity. The firm charges both a percentage-of-assets fee and performance-based fees, indicating an active management approach with alignment structures common to fund managers or institutional allocators. Haverstock does not identify as an active ESG investor and does not present itself as a capital allocator; it also is not flagged as a newly formed adviser despite the recent SEC registration year.

Assets & Accounts

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

2 of 2
  • Adam Davies

    CEO & Founding PartnerCRD 6252102

  • Moni Sternbach

    Founder and CIOCRD 8229146

Contacts

2 of 2
  • Louise Pugh

    Investment PartnerCRD 8229159

  • Lyndsey Starr

    Senior Investment AnalystCRD 8229169

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
Office 4, Third Floor, 11 Slingsby Place
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth