Lansdowne Partners (UK) LLP

RIASEC RegisteredEst. 2014
Total AUM
$8B
Discretionary
$8B
100% of AUM
Avg account
$223M
Accounts
36
Employees
59
Advisory reps
4

Firm details

Headquarters
London,
CRD number
172244
Registered since
August 1, 2014
Custodians
THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles86.11%
  • State / Municipal Government9.34%
  • Sovereign Wealth Funds4.55%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lansdowne Partners (UK) LLP operates as a UK limited liability partnership running hedge fund strategies for institutional investors. The firm is SEC-registered (since 2014) and reports business activity as a CPO/CTA with advisory responsibilities focused on portfolio management for pooled investment vehicles and for businesses or institutions. Its client base is institutional, and its fee model combines asset-based charges with performance fees. Lansdowne also acts in sponsor/GP and managing-member roles for pooled vehicles. The firm is not flagged as an active ESG investor and does not report multi-state adviser status. Ownership is listed as a mix of foreign entity and individual stakeholders.

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 92%, Cash & Cash Equivalents 8%92%
  • Exchange Traded Equities92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Karen Zachary

    Chief Operating OfficerCRD 7936012

Contacts

3 of 3
  • Richard Heyworth

    Richard Heyworth

    Managing PartnerCRD 1854968

  • Peter Davies

    Peter Davies

    Partner & Head of Developed Markets StrategyCRD 4777993

  • Daniel Jordan

    General CounselCRD 8104769

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
65 Curzon St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth