Sanderson Asset Management LLP (London)

Name: Sanderson Asset Management LLP
Address: Heathcoat House, 6 Th Floor, London, W1 S 3 Pr
Telephone: 011-44207-468-5970

Sanderson Asset Management LLP is a large advisory firm based in London. It manages $9.79 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2013.

Sanderson Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and 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.

Sanderson Asset Management: assets under management

The assets under management (AUM) of Sanderson Asset Management LLP is $9.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and $387.04 million of the total AUM is attributable to clients outside of the United States.

The firm manages $9.79 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.4 billion each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sanderson Asset Management 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 Sanderson Asset Management serves?

The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Sanderson Asset Management is pooled investment vehicles with 4 clients and $9.2 billion of assets under management. Among the 9 most similar advisory firms, Sanderson Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $9.79 billion for 7 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 29% of the firm’s clients are foreign persons or businesses.

Sanderson Asset Management also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Sanderson Asset Management LLP

The company employs 23 people that are either part- or full-time employees. 39 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
Timothy William Sanderson	Chairman, cio, ceo, partner, supervisory group member	1 Oct 2000	Other	4350917
Catherine De Veaux Rainey	Portfolio implementation director, partner, supervisory group member	1 Feb 2001	Other	4548267
Masaki Suganuma	Research director, partner, supervisory group member	1 Apr 2001	Other	4383225
Holly Hardy Harralson	Marketing & client service director	1 Jan 2007	Other	2038828
Timothy John Linehan	Supervisory group member	1 Apr 2013	Other	4660128
Richard Philip Saunders	Chief financial officer, partner	1 Apr 2013	Other	6183448
James Matthew Longbottom	Chief compliance officer, partner	1 Apr 2013	Other	6183449
Paul Simon Carter	Chief operating officer, partner	1 Apr 2013	Other	6183451
Sanderson Partners Ltd	Partner	1 Apr 2013	75% - 100%	foreign
Christian Egtved Paaskesen	Partner	1 Apr 2013	Other	6183663

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Butt	Director, shareholder	1 Apr 1995	50% - 75%	1460494
Silchester Partners Ltd	Shareholder	1 Oct 2000	25% - 50%	foreign
Richard Arthur Cawdron	Director, shareholder	1 Oct 2000	Other	4350923
Timothy John Linehan	Director	1 Apr 2006	Other	4660128
Holly Hardy Harralson	Director, shareholder	1 Jan 2014	Other	2038828
Masaki Suganuma	Director, shareholder	1 May 2016	Other	4383225
Catherine De Veaux Rainey	Director, shareholder	1 May 2016	Other	4548267
Paul Simon Carter	Director, shareholder	1 May 2016	Other	6183451

Based in London

The principal office where Sanderson Asset Management LLP performs its advisory services is located at Heathcoat House, 6 Th Floor, London, W1 S 3 Pr, 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 011-44207-468-5970 or by fax 011-44207-468-5979. The normal business hours are 09:00-18:00 on Monday - Friday. You can find more information about the New York firm at sandersonam.com/.