Jubilee Advisers LLP (London)

Name: Jubilee Advisers LLP
Address: 12 St. James Square, London, Sw1 Y4 Lb
Telephone: 44 (0) 20 73891300

Jubilee Advisers LLP is a large advisory firm based in London. It manages $5.8 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2013.

Jubilee Advisers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jubilee Advisers: assets under management

The assets under management (AUM) of Jubilee Advisers LLP is $5.8 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $29.57 million in discretionary accounts and $5.77 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.57 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $320.45 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jubilee Advisers LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jubilee Advisers LLP

Fauchier Partners Asset Management Limited joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Clark Sorenson Fenton	Chief executive officer	1 Jun 2004	Other	2359172
Fauchier Partners Limited	Partner	1 Jun 2004	50% - 75%	foreign
Fauchier Partners Management Company Limited	Partner	1 Jun 2004	Other	foreign
Philip Charles Domnin Niel	Chief compliance officer & general counsel	1 Jun 2010	Other	5817867
Fauchier Partners Asset Management Limited	Partner	1 Mar 2013	Other	foreign

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fauchier Partners International Limited	Indirect shareholder	1 Jun 1994	50% - 75%	foreign
Fauchier Partners Management Limited	Indirect shareholder	1 Jun 1994	75% - 100%	foreign
Permal Group Limited	Indirect shareholder	1 Mar 2013	75% - 100%	foreign
Legg Mason Inc	Indirect shareholder	1 Mar 2013	75% - 100%	52-0902557
Legg Mason Global Holdings Ltd	Indirect shareholder	1 Mar 2013	75% - 100%	foreign
Permal Uk Limited	Indirect shareholder	1 Mar 2013	75% - 100%	foreign

Based in London

The principal office where Jubilee Advisers LLP performs its advisory services is located at 12 St. James Square, London, Sw1 Y4 Lb, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 (0) 20 73891300 or by fax 44 (0) 20 73891344. The normal business hours are 9am to 5.30pm on Monday - Friday. You can find more information about the New York firm at www.fauchierpartners.com.