Babson Capital Global Advisors Limited (London)

Babson Capital Global Advisors Limited is a large advisory firm based in London. It manages $11.72 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012.

Babson Capital Global Advisors Limited 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.

Babson Capital Global Advisors Limited: assets under management

The assets under management (AUM) of Babson Capital Global Advisors Limited is $11.72 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4954% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.72 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $837.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Babson Capital Global Advisors Limited for their services and products based on a percentage of assets under management. 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 Babson Capital Global Advisors Limited

Sheldon Maurice Francis has been acting as President since 1 May 2011. Richard John Kent joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sheldon Maurice Francis	Director	1 May 2011	Other	5870516
Bernadette Marie Clegg	Director	1 May 2011	Other	4780055
Christopher Anthony Defrancis	Company secretary	1 May 2011	Other	5869703
Babson Capital Europe Limited	Direct owner and shareholder	1 May 2011	75% - 100%	194662
Babson Capital Management (Uk) Limited	Direct owner and shareholder	1 May 2011	75% - 100%	194662
Peter James Clark	Head of legal & compliance / chief compliance officer	1 Dec 2011	Other	5949842
Oliver Burgel	Director / chief operating officer	1 Jan 2012	Other	6018886
Thomas Michael Finke	Director / chairman	1 Feb 2012	Other	2548996
Patrick Louis Hoefling	Director	1 Jun 2015	Other	5273474
Russell Daniel Morrison	Director and chairman	1 Jul 2015	Other	2592292
Colin James Urquhart Frew	Head of finance	1 Nov 2015	Other	2878964
Richard John Kent	Chief compliance officer	1 Jan 2016	Other	6248500

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Babson Capital Guernsey Limited	Sole shareholder	1 Mar 2004	75% - 100%	37993
Babson Capital Management Llc	Sole shareholder	1 Mar 2004	75% - 100%	106006
Barings Guernsey Limited	Sole shareholder	1 Mar 2004	75% - 100%	37993
Barings Llc	Sole shareholder	1 Mar 2004	75% - 100%	106006
Massachusetts Mutual Life Insurance Company	Sole shareholer of massmutual holding llc	1 Jul 2004	75% - 100%	2682
Massmutual Holding Llc	Sole member	1 Jul 2004	75% - 100%	04-2854319
Massmutual Holding Llc	Sole member	1 Feb 2012	75% - 100%	04-2854319
Mm Asset Management Holding Llc	Sole member	1 Feb 2012	75% - 100%	45-4000072

Based in London

The principal office where Babson Capital Global Advisors Limited performs its advisory services is located at 61 Aldwych, London, Wc2 B 4 Ae, 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 442032064500 or by fax 442032064591. The normal business hours are 08.45am - 6.30pm on Monday - Friday.