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.
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 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.
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.
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.
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.