Sturgeon Ventures LLP (London)

Name: Sturgeon Ventures LLP
Address: Linstead House,, London, Sw15 2 Dr
Telephone: 0203 167 4625

Sturgeon Ventures LLP is a large advisory firm based in London. It manages $269.21 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2013.

Sturgeon Ventures 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.

Sturgeon Ventures: assets under management

The assets under management (AUM) of Sturgeon Ventures LLP is $269.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1003% since the beginning of its operation, and $269.21 million of the total AUM is attributable to clients outside of the United States.

The firm manages $269.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.41 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sturgeon Ventures LLP for their services and products based on a percentage of assets under management, 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 Sturgeon Ventures serves?

The only and largest group of clients of Sturgeon Ventures is pooled investment vehicles with 40 clients and $269.21 million of assets under management. Among the 10 most similar advisory firms, Sturgeon Ventures has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $269.21 million for 40 clients. 100% of the firm’s clients are foreign persons or businesses.

Sturgeon Ventures doesn't advise any private funds.

Careers at Sturgeon Ventures LLP

The company employs 9 people that are either part- or full-time employees. 44 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
Seonaid Mackenzie	Partner	1 May 2006	75% - 100%	1564421
Charles Stewart Murray	Partner	1 May 2006	Other	1682646
Seonaid Mackenzie	Chief compliance officer	1 Jul 2006	75% - 100%	1564421
Thomas St George Powell	Chief operations officer	1 Nov 2010	Other	6173418
Thomas St George Powell	Partner, designated member and chief operations officer	1 Apr 2018	Other	6173418
Sarah Ann Whitehead	Partner & chief legal officer	1 Apr 2018	Other	6981773
Andrew David Haggard	Partner & chief finance officer	1 Apr 2018	Other	6981779
Alexandra Katherine Luke	Partner	1 Apr 2018	Other	6981800

Based in London

The principal office where Sturgeon Ventures LLP performs its advisory services is located at Linstead House,, London, Sw15 2 Dr, 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 0203 167 4625. The normal business hours are 09.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at sturgeonventures.com.