Egerton Capital (Uk) LLP (London)

Name: Egerton Capital (Uk) LLP
Address: Stratton House, London, W1 J 8 La
Telephone: +44(0)2074109090

Egerton Capital (Uk) LLP is a large advisory firm based in London. It manages $21.32 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013.

Egerton Capital (Uk) provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Egerton Capital (Uk): assets under management

The assets under management (AUM) of Egerton Capital (Uk) LLP is $21.32 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 98% since the beginning of its operation, and $14.91 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $21.32 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.26 billion each.

Egerton Capital (Uk) has custody of $9.81 billion in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Egerton Capital (Uk) 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.

What kind of clients Egerton Capital (Uk) serves?

The only and largest group of clients of Egerton Capital (Uk) is pooled investment vehicles with 5 clients and $21.32 billion of assets under management. Among the 6 most similar advisory firms, Egerton Capital (Uk) has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $21.32 billion for 5 clients. 80% of the firm’s clients are foreign persons or businesses.

Egerton Capital (Uk) also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.

Careers at Egerton Capital (Uk) LLP

The company employs 44 people that are either part- or full-time employees. 36 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Christopher Armitage has served as the Chief Investment Officer since 1 Jul 2013 and Jeffrey James Blumberg is the Chief Executive Officer of Egerton Capital (Uk) LLP family office. Philip Charles Domnin Niel joined the executive team most recently as the General Counsel And Chief Compliance Officer/Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frank Lynn Hohmann	Director of egerton capital international limited, relying adviser	1 Apr 2001	Other	248197
John Christopher Armitage	Shareholder of egerton capital international limited, relying adviser	1 Apr 2001	50% - 75%	5887016
William Guest Bollinger	Shareholder of egerton capital international limited, relying adviser	1 Apr 2001	50% - 75%	721123
Curtis Gerhardt Solsvig	Director of egerton capital international limited, relying adviser	1 Apr 2001	Other	6162551
Pauline Judith Casimir Mrowczynska	Chief compliance officer	1 Feb 2010	Other	5887019
Jeffrey James Blumberg	Chief executive officer/member	1 Aug 2010	Other	3104093
Raphael Kanza	Chairman of ecl/member	1 Jan 2011	Other	5887017
James Lawrence Alexandre	Director of egerton capital international limited, relying adviser	1 Mar 2011	Other	1200862
Mark Harley Standish	Chief operating officer/chief financial officer/member	1 Oct 2011	Other	5887058
Egerton Capital Limited	Corporate member	1 Jul 2013	75% - 100%	foreign entity
William Guest Bollinger	Member	1 Jul 2013	Other	721123
Paul Tucker	Member	1 Jul 2013	Other	2815428
Jurgen Anton Huck	Member	1 Jul 2013	Other	2270452
John Christopher Armitage	Member/chief investment officer	1 Jul 2013	Other	5887016
Marcello Sallusti	Member	1 Jul 2013	Other	5887064
Philip Charles Domnin Niel	Chief compliance officer	1 Feb 2014	Other	5817867
Matthew Andrew Best	Finance & hr director/member	1 Oct 2014	Other	6521398
Simon Heron Fitzroy Cook	Chief operating officer/member	1 Oct 2014	Other	6521404
Philip Charles Domnin Niel	General counsel and chief compliance officer/member	1 Apr 2015	Other	5817867

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Christopher Armitage	Shareholder	1 Mar 1994	50% - 75%	5887016
William Guest Bollinger	Shareholder	1 Mar 1994	50% - 75%	721123

Based in London

The principal office where Egerton Capital (Uk) LLP performs its advisory services is located at Stratton House, London, W1 J 8 La, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +44(0)2074109090 or by fax +44(0)2074109091. The normal business hours are 8.30 - 17.30 on Monday - Friday. You can find more information about the New York firm at egertoncapital.com.