Sturgeon Ventures LLP
Firm details
- Headquarters
- London,
- CRD number
- 167026
- Registered since
- April 10, 2013
- Website
- www.sturgeonventures.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles80.88%
- Other19.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Sturgeon Ventures LLP operates as an independent registered investment advisor (RIA) and is structured as a limited liability partnership. Established in 2013, the firm primarily caters to institutional clients, providing a range of services including portfolio management for individuals and small businesses, management for pooled investment vehicles, and selection of other advisers. Sturgeon Ventures is also involved in the publication of periodicals or newsletters, enhancing its advisory offerings. The firm employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, fixed fees, and performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds75%
- Public Funds/Mutual Funds16%
- Exchange Traded Equities9%
Contacts
3 of 3
Sarah Whitehead
Partner, Head of Legal - Fund ServicesCRD 6981773
Andrew Haggard
PartnerCRD 6981779
Seonaid Mackenzie
PartnerCRD 1564421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$6.3M in ETFs
100%
$6.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.5M | 8,216 | 55.90% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- Unit D Heathmans House
- Office locations
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