Kobalt Capital Limited (London)

Kobalt Capital Limited is a large advisory firm based in London. It manages $691.31 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Kobalt Capital Limited provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kobalt Capital Limited: assets under management

The assets under management (AUM) of Kobalt Capital Limited is $691.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1847% since the beginning of its operation, and $691.31 million of the total AUM is attributable to clients outside of the United States.

The firm manages $691.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $345.65 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kobalt Capital 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.

What kind of clients Timothy Brian Bunting serves?

The only and largest group of clients of Timothy Brian Bunting is pooled investment vehicles with 2 clients and $691.31 million of assets under management. Among the 7 most similar advisory firms, Kobalt Capital Limited has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $691.31 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Kobalt Capital Limited also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $3,000,000 to $5,000,000.

Careers at Kobalt Capital Limited

The company employs 3 people that are either part- or full-time employees. 33 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.

Timothy Brian Bunting has been acting as President since 1 Oct 2010. Laurent Hubert joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kobalt Music Group Limited	Shareholder	1 Jul 2010	75% - 100%	foreign
Johan Ahlstrom	Chief executive officer / chief compliance officer	1 Jul 2010	Other	6055299
James Piers Fitzherbert Brockholes	Chief financial officer	1 Jul 2010	Other	6055303
Willard Bengt Anders Ahdritz	Director	1 Jul 2010	Other	6055306
Timothy Brian Bunting	Director	1 Oct 2010	Other	2087858
Christiaan Winchester	Director	1 May 2014	Other	6564313
Laurent Hubert	Director	1 Sep 2017	Other	6865449

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Balderton Capital Iii Lp	Shareholder	1 Feb 2008	25% - 50%	foreign

Based in London

The principal office where Kobalt Capital Limited performs its advisory services is located at The River Building,, London, Ec4 R 3 Te, U, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +442074015500 or by fax +442074015501. The normal business hours are 9-6 on Monday - Friday.