Stanhope Capital, LLP

RIASEC RegisteredEst. 2021
Total AUM
$15.7B
Discretionary
$4.3B
27% of AUM
Avg account
$86.2M
Accounts
182
Employees
64
Advisory reps
5

Firm details

Headquarters
London,
CRD number
162512
Registered since
April 15, 2021
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Charitable Organizations39.59%
  • HNWI23.95%
  • Corporations / Businesses19.47%
  • Other16.86%
  • Pooled Investment Vehicles0.13%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stanhope Capital, LLP is an independent limited liability partnership that operates as a capital allocator for both individual/family and institutional clients. The firm is organized to manage and sponsor pooled investment vehicles and also serves as a commodity pool operator/commodity trading advisor (CPO/CTA). Its stated advisory capabilities cover discretionary and non-discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, along with pension consulting, periodic publications and educational seminars or workshops. Stanhope structures fees across percentage-of-AUM, fixed-fee, and performance-based arrangements. The adviser is not positioned as an active ESG investor and reports an SEC registration date of 2021. Ownership is identified as a mix of foreign entity and individual owners.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Private Funds 46%, Exchange Traded Equities 23%, Other 20%, Cash & Cash Equivalents 5%, Sovereign Bonds 3%, Investment Grade Corp Bonds 3%46%
  • Private Funds46%
  • Exchange Traded Equities23%
  • Other20%
  • Cash & Cash Equivalents5%
  • Sovereign Bonds3%

Owners & executives

3 of 3
  • Daniel Pinto

    Daniel Pinto

    Chairman of the Board, Chief Executive, Founding PartnerCRD 5079267

  • Jonathan Bell

    Jonathan Bell

    Partner, Chief Investment OfficerCRD 6040494

  • Christopher Shelley

    Christopher Shelley

    Partner & Chief Financial OfficerCRD 7522271

Contacts

2 of 2
  • Ivo Coulson

    Ivo Coulson

    Partner, Head of Portfolio ManagementCRD 5082418

  • Danny Brower

    Danny Brower

    Head of Legal & ComplianceCRD 5070898

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

London, null

Location

London, null

Headquartered in London, null.

Address
35 Portman Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth