Portman Square Capital LLP

RIASEC RegisteredEst. 2022

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$1.1B

Accounts

4

Employees

27

Advisory reps

8

Firm details

Headquarters: London,
CRD number: 319011
Registered since: October 6, 2022
Website: www.portmansquarecapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Portman Square Capital LLP is a London-registered limited liability partnership that operates as a hedge fund manager and is SEC-registered (2022). The firm serves institutional clients and manages pooled investment vehicles, with regulatory/business activity filings identifying it as a CPO/CTA and as providing portfolio management for pooled funds. Its revenue model combines a percentage-of-assets fee with performance-based compensation. Portman Square does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Toby Lingard
Partner, COOCRD 7520218
Sutesh Sharma
Founding Partner & Chief Investment OfficerCRD 7520212

Contacts

3 of 6

Yusaf Khan
Founding PartnerCRD 7520213
Alistair Heaton-armsstrong
PartnerCRD 7759032
Julien Attal
PartnerCRD 5956448

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$15.2M in ETFs

Passive

100%

$15.2M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$9.9M	27,000	65.54%

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Primary office

London, null

Location

London, null

Headquartered in London, null.

Address: 10 Portman Sq
Office locations

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