Brevan Howard Us Investment Management LP (New York)


Brevan Howard Us Investment Management LP is a large advisory firm based in New York. It manages $306.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Brevan Howard Us Investment Management 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.

Brevan Howard Us Investment Management: assets under management

The assets under management (AUM) of Brevan Howard Us Investment Management LP is $306.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and $306.62 million of the total AUM is attributable to clients outside of the United States.

The firm manages $306.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brevan Howard Us Investment Management LP 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.

What kind of clients Brevan Howard Us Investment Management serves?

The only and largest group of clients of Brevan Howard Us Investment Management is pooled investment vehicles with 2 clients and $306.62 million of assets under management. Among the 10 most similar advisory firms, Brevan Howard Us Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $306.62 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Brevan Howard Us Investment Management also advises several private funds.

Careers at Brevan Howard Us Investment Management LP

The company employs 11 people that are either part- or full-time employees. 64 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
Bh Gp Llc Gp of brevan howard us investment management lp 1 Apr 2012 Other 80-0811432
Brevan Howard Partnership Services Ltd Lp of brevan howard us investment management lp 1 Apr 2012 75% - 100% foreign entity
Alessandra Nmn Sassun Chief compliance officer 1 Jun 2012 Other 5679357
Timothy Earl Chalus Head of finance 1 Jun 2012 Other 5682534
Rupert Timothy Cox Senior risk officer 1 Jun 2012 Other 2386621
Giles Henry Coppel Head of trading; executive committee - member 1 Aug 2012 Other 2780722
Bhus Holdings Llc Lp of brevan howard us investment management lp 1 Aug 2012 75% - 100% 61-1691374
David Francis Gilbert Chief operating officer 1 Sep 2012 Other xxx-xx-xxxx
David Francis Gilbert Chief compliance officer; chief operating officer; executive committee - member 1 Feb 2013 Other 6131577
Matthew Alton Nobes Quantitative analyst; executive committee - member 1 Feb 2013 Other 6317201
Matthew Allen Garter Senior risk officer; executive committee - member 1 Nov 2013 Other 2202353
Reymundo Calcano Head of finance; executive committee - member 1 Jul 2014 Other 6379514
Hilmar Folker Schaumann Head of risk; executive committee - member 1 Oct 2014 Other 2860690
Adam Joseph Gibbons Chief compliance officer; executive committee - member 1 May 2015 Other 6291119
John Randone Head of trading operations; executive committee - member 1 May 2015 Other 2454899
Sophie Eleanor Westmacott Head of human resources; executive committee - member 1 Mar 2016 Other 6627431
Jasmine Christina Burgess Head of risk; executive committee - member 1 Nov 2016 Other 6313392
William James Lafargue Shirtcliffe Fund controller; executive committee - member 1 Nov 2016 Other 6737021
Michael Lublinsky Head of fixed income; executive committee - member 1 Jul 2017 Other 2655249
Rishi Harish Shah Head of trading; executive committee - member 1 Oct 2017 Other 3268942
Ryan Edward Taylor Chief compliance officer 1 Dec 2017 Other 5039386

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Alan Eldad Howard Limited partner of brevan howard (jersey) lp 1 Oct 2008 50% - 75% 1574164
Brevan Howard Capital Management Ltd General partner of brevan howard capital management lp 1 May 2010 Other foreign entity
Bhj Ltd General partner of brevan howard (jersey) lp 1 Jun 2010 Other foreign entity
Brevan Howard Investment Holdings Ltd Owner of 100% of share capital of brevan howard partnership services ltd 1 Apr 2012 75% - 100% foreign entity
Brevan Howard (Jersey) Lp Limited partner of brevan howard capital management lp 1 Jun 2012 75% - 100% foreign entity
Brevan Howard Partnership Services Ltd Owner of 100% share capital of bhus holdings llc 1 Aug 2012 75% - 100% foreign entity
Brevan Howard Capital Management Lp Owner of 100% of share capital of brevan howard investment holdings ltd 1 Sep 2012 75% - 100% foreign entity
Brevan Howard Investment Holdings Ltd Owner of 100% of share capital of brevan howard asset management services ltd 1 May 2018 75% - 100% foreign entity
Brevan Howard Asset Management Services Ltd Owner of 100% share capital of bhus holdings llc 1 May 2018 75% - 100% foreign entity
Brevan Howard Asset Management Services Limited 100% of share capital of bh gp llc 1 Oct 2018 75% - 100% foreign entity

Based in New York

The principal office where Brevan Howard Us Investment Management LP performs its advisory services is located at 590 Madison Avenue, New York, NY 10022, 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 212-602-7800 or by fax 212-602-7899. The normal business hours are 7:30 am -- 6:00 pm on Monday - Friday. You can find more information about the New York firm at brevanhoward.com.