S.W. Mitchell Capital LLP

RIASEC RegisteredEst. 2012

Total AUM

$3.1B

Discretionary

$2.6B

84% of AUM

Avg account

$313M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 163494
Registered since: October 12, 2012
Website: swmitchellcapital.com
Custodians: J.P. MORGAN SECURITIES INC., ROYAL BANK OF CANADA (CHANNEL ISLANDS) LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles98.75%
Corporations / Businesses0.68%
Charitable Organizations0.57%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

S.W. Mitchell Capital LLP is a limited liability partnership operating as an institutional registered investment adviser since 2012. The firm’s client base is institutional and its advisory work centers on portfolio management for pooled investment vehicles and for businesses or other institutions. It also functions in commodity pool/operator or commodity trading adviser capacities (CPO/CTA). Compensation is a mix of asset-based fees and performance-linked fees, consistent with management of pooled or institutional mandates. The firm does not position itself as an active ESG investor.