Ahl Partners LLP (London)

Name: Ahl Partners LLP
Address: Riverbank House, London, Ec4 R 3 Ad
Telephone: +44 20 7144 1000

Ahl Partners LLP is a large advisory firm based in London. It manages $44.18 billion of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2014.

Ahl Partners provides portfolio management for investment companies, 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.

Ahl Partners: assets under management

The assets under management (AUM) of Ahl Partners LLP is $44.18 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 465% since the beginning of its operation, and $43.13 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $44.18 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $552.28 million each.

Ahl Partners has custody of $6.47 billion in cash and securities for 39 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ahl Partners 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 Timothy Wong serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Timothy Wong is pooled investment vehicles with 78 clients and $43.13 billion of assets under management. Among the 12 most similar advisory firms, Ahl Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $44.18 billion for 80 clients. 98% of the firm’s clients are foreign persons or businesses.

Ahl Partners also advises several private funds. Namely, thirty five hedge funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $300,000,000.

Careers at Ahl Partners LLP

The company employs 124 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Timothy Wong has been acting as President since 1 Dec 2012. Matthew Walter Sargaison has served as the Chief Investment Officer since 1 Apr 2013 and Sandy Campbell Rattray is the Chief Executive Officer of Ahl Partners LLP family office. Man Group Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Man Investments Limited	General partner	1 Dec 2012	50% - 75%	foreign entity
Timothy Wong	Chairman	1 Dec 2012	Other	6068244
Sandy Campbell Rattray	Chief executive officer	1 Apr 2013	Other	2486589
Matthew Walter Sargaison	Chief investment officer	1 Apr 2013	Other	6207590
Michelle Robyn Grew	Chief compliance officer	1 Apr 2013	Other	4752263
Douglas Scott Greenig	Member	1 Apr 2013	Other	2551476
Anthony William Ledford	Member	1 Apr 2013	Other	6207580
Dennis George Pilsworth	Member	1 Apr 2013	Other	6207583
Haris Skaliotis	Member	1 Apr 2013	Other	6207586
Murray Joseph Steel	Member	1 Apr 2013	Other	6207596
Paul Adam Dackombe	Member	1 Apr 2013	Other	6207601
Richard John Phillips	Member	1 Apr 2013	Other	6207627
Carol Ward	Chief operating officer	1 Apr 2014	Other	6334034
Jasveer Nmn Singh	General counsel	1 Apr 2014	Other	6270295
Antoine Hubert Joseph Marie Forterre	Chief operating officer	1 Sep 2015	Other	5194753
Michelle Robyn Grew	General counsel	1 Jun 2016	Other	4752263
Nicolas Mark Granger	Chief investment officer	1 Jul 2017	Other	6843755
Kate Abigail Straker	Chief operating officer	1 Jul 2017	Other	6843760
Katherine Elizabeth Squire	Chief compliance officer	1 Jun 2018	Other	6738205

Indirect Owners

The SEC currently registers 10 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Man Investments Holdings Limited	Shareholder	1 Jan 1989	75% - 100%	foreign entity
E D & F Man Investments Limited (Jersey)	Shareholder	1 Jul 2010	75% - 100%	foreign entity
Man Group Uk Limited	Shareholder	1 Jul 2010	75% - 100%	foreign entity
Man Investments Finance Limited	Shareholder	1 Jul 2010	75% - 100%	foreign entity
Man Strategic Holdings Limited	Shareholder	1 Jul 2010	75% - 100%	foreign entity
E D & F Man Investments Limited	Shareholder	1 Jul 2010	75% - 100%	foreign entity
Man Group Plc	Shareholder	1 Nov 2012	75% - 100%	foreign entity
Man Group Limited	Shareholder	1 May 2019	75% - 100%	foreign entity
Man Group Treasury Limited	Shareholder	1 May 2019	75% - 100%	foreign entity
Man Group Plc	Shareholder	1 May 2019	75% - 100%	foreign entity

Based in London

The principal office where Ahl Partners LLP performs its advisory services is located at Riverbank House, London, Ec4 R 3 Ad, 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 20 7144 1000 or by fax +44 20 7144 2001. The normal business hours are 9:00 am - 5:00pm gmt/bst on Monday - Friday. You can find more information about the New York firm at man.com and its LinkedIn profile.