Pavilion Alternatives Group Limited (London)

Name: Pavilion Alternatives Group Limited
Address: 20 Grosvenor Place, London, Sw1 X 7 Hn
Telephone: 00 44 207 838 7640

Pavilion Alternatives Group Limited is a large advisory firm based in London. It manages $5.78 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2016.

Pavilion Alternatives Group Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and consulting services to 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.

Pavilion Alternatives Group Limited: assets under management

The assets under management (AUM) of Pavilion Alternatives Group Limited is $5.78 billion. The firm's AUM has gone down by -80% since the beginning of its operation, and $5.25 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.17 billion in discretionary accounts and $4.61 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.77 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.54 billion.

Pavilion Alternatives Group Limited has custody of $516.63 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pavilion Alternatives Group Limited for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pavilion Alternatives Group Limited serves?

The only and largest group of clients of Pavilion Alternatives Group Limited is pooled investment vehicles with 3 clients and $189.56 million of assets under management. Among the 5 most similar advisory firms, Pavilion Alternatives Group Limited has the lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $189.56 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Pavilion Alternatives Group Limited also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Pavilion Alternatives Group Limited

The company employs 18 people that are either part- or full-time employees. 28 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 compensates 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
Jennifer Mary Fenton	Chief compliance officer, chief operating & risk officer	1 Mar 1998	Other	4393720
Altius Holdings Limited	Parent	1 Dec 1999	75% - 100%	foreign
Pavilion Financial Corporation Holdings Uk Limited	Parent	1 Dec 1999	75% - 100%	foreign
Philip Bradford Young	Managing director	1 Apr 2004	Other	4875073
Iii Donn Knowlton Cox	President & managing director	1 Aug 2016	Other	5762347
Jonathan Andrew Kliewer	Chief financial officer	1 Aug 2016	Other	6491227
Christopherus Anton Viktor Bigger	Manager	1 Dec 2018	Other	7053246
Andrew James Kirton	Global cio	1 Dec 2018	Other	7053256
William Andrew Muysken	Actuary	1 Dec 2018	Other	7053257

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Martin Sidney Weinberg	Shareholder	1 Aug 2016	25% - 50%	4378574
Pavilion Financial Corporation	Shareholder	1 Aug 2016	75% - 100%	foreign
Mmc International Holdings Llc	Member	1 Nov 2018	75% - 100%	46-3994248
Inc Marsh International Holdings Ii	Shareholder	1 Nov 2018	75% - 100%	13-4046961
Inc. Mercer Holdings	Shareholder	1 Nov 2018	25% - 50%	13-3737702
Mercer Llc	Member	1 Nov 2018	75% - 100%	13-4001405
Inc Mercer Consulting Group	Shareholder	1 Nov 2018	75% - 100%	13-3637227
Inc Marsh International Holdings	Shareholder	1 Nov 2018	50% - 75%	13-4046960
Inc Marsh Usa	Shareholder	1 Nov 2018	75% - 100%	36-1436000
Marsh Llc	Shareholder	1 Nov 2018	75% - 100%	13-4046956
Inc Marsh & Mclennan Companies	Member	1 Nov 2018	75% - 100%	36-2668272

Based in London

The principal office where Pavilion Alternatives Group Limited performs its advisory services is located at 20 Grosvenor Place, London, Sw1 X 7 Hn, 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 00 44 207 838 7640. The normal business hours are 9:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at pavilioncorp.com.