Highclere International Investors LLP (London)

Name: Highclere International Investors LLP
Address: 12 Manchester Square, London, W1 U 3 Pp
Telephone: +44 207-258-9830

Highclere International Investors LLP is a large advisory firm based in London. It manages $5.4 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2011.

Highclere International Investors 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.

Highclere International Investors: assets under management

The assets under management (AUM) of Highclere International Investors LLP is $5.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 486% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.4 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.8 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Highclere International Investors LLP 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.

What kind of clients Highclere International Investors serves?

The only and largest group of clients of Highclere International Investors is pooled investment vehicles with 3 clients and $5.4 billion of assets under management. Among the 8 most similar advisory firms, Highclere International Investors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.4 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Highclere International Investors also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $2,000,000 for each fund.

Careers at Highclere International Investors LLP

The company employs 24 people that are either part- or full-time employees. 50 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Llewellyn Makin	Chairman, partner, cio	1 Jan 2006	Other	5130353
Fergus William Gilmour	Chief operating officer, chief compliance officer, partner	1 Jan 2006	Other	5130355
Susan Joanna Steele	Director of marketing and client service	1 Feb 2006	Other	2531909
Nikunj Hindocha	Portfolio manager, partner	1 May 2006	Other	5130356
Timothy John Linehan	Non-executive director	1 May 2006	Other	4660128
Silchester International Investors Ltd	Shareholder	1 May 2006	75% - 100%	110987
Silchester International Investors Llp	Member	1 May 2006	75% - 100%	110987
Highclere Investment Management Limited	Partner	1 Feb 2011	75% - 100%	5584897

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Butt	Chairman, cio	1 Apr 1995	50% - 75%	1460494
Edward Llewellyn Makin	Chairman, ceo, cio	1 Apr 2006	25% - 50%	5130353
Silchester Partners Limited	Shareholder	1 May 2006	25% - 50%	foreign entity

Based in London

The principal office where Highclere International Investors LLP performs its advisory services is located at 12 Manchester Square, London, W1 U 3 Pp, 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 +44 207-258-9830 or by fax +44 207-258-9831. The normal business hours are 08:00-18:00 on Monday - Friday. You can find more information about the New York firm at highclereinvestors.com.