Kiltearn Partners

RIASEC RegisteredEst. 2011
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$319M
Accounts
4
Employees
20
Advisory reps
11

Firm details

Headquarters
Edinburgh,
CRD number
158789
Registered since
August 23, 2011
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kiltearn Partners is an SEC-registered limited liability partnership that provides institutional portfolio management, primarily for pooled investment vehicles and for businesses or institutional clients. The firm is organized as a CPO/CTA and also serves as a sponsor or GP of pooled vehicles, indicating it both advises and operates private pooled structures. Kiltearn charges fees as a percentage of assets under management and reports an institutional client base. It is not designated as an active ESG investor. The adviser has been registered with the SEC since 2011. Ownership is listed as a mix of a foreign entity and an individual. Kiltearn’s regulatory profile shows it is not a multi-state adviser, not a pension consultant, and is not identified as a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Murdoch Murchison

    Chairman, Chief Investment Officer and Founding PartnerCRD 4393799

Contacts

3 of 10
  • Douglas Mcarthur

    Head of Legal, Compliance and Corporate GovernanceCRD 7093703

  • Alex Fong

    Alex Fong

    Head of Investment AdministrationCRD 7367443

  • Craig Watson

    Investment Manager and PartnerCRD 5963883

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
22 Charlotte Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth