Cso Partners Limited (London)

Name: Cso Partners Limited
Address: 41 Berkeley Square, London, W1 J 5 An
Telephone: 44 20 7500 0842

Cso Partners Limited is an adviser based in London. It has been registered with the SEC as an adviser since 2006.

Cso Partners Limited 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.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cso Partners Limited 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.

Careers at Cso Partners Limited

Dean Sherman Barr has been acting as President since 1 Feb 2006. John Beck joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Pickett	Chief executive officer and director	1 Feb 2006	Other	1848564
Dean Sherman Barr	Director	1 Feb 2006	Other	1189412
Millie Kim	General counsel	1 Feb 2006	Other	4353488
Robin Simon Graham Oliver	Chief compliance officer	1 Feb 2006	Other	5083451
Citigroup Alternative Investments Llc	Owner	1 Feb 2006	75% - 100%	06-1497445
Dores Teresa Schembri	Director	1 Feb 2006	Other	5134018
Simon James Cumming	Secretary	1 Feb 2006	Other	5134021
Ihor George Rakowsky	Associate general counsel	1 Feb 2006	Other	5134036
Raymond Carl Nolte	Director	1 Oct 2007	Other	1497313
Jolie Lane Eisner	Director	1 Oct 2007	Other	1658702
Daniel Johnson	Chief complaince officer	1 Nov 2007	Other	5515323
Jonathan Louis Dorfman	Director	1 Dec 2007	Other	4025919
Michael Micko Micko	Director	1 Dec 2007	Other	5515325
James Michael Obrien	Director	1 Dec 2007	Other	1257015
John Beck	Chief compliance officer	1 Oct 2008	Other	5646531

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Citigroup Investments Inc.	Owner	1 Feb 2002	75% - 100%	06-1497445
Citigroup Inc.	Owner	1 Jul 2004	75% - 100%	52-1568099

Based in London

The principal office where Cso Partners Limited performs its advisory services is located at 41 Berkeley Square, London, W1 J 5 An, 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 44 20 7500 0842 or by fax 44 20 7500 1752. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at citigroupai.com.