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Wellfield Partners LLP (London)


Wellfield Partners LLP is an adviser based in London. It manages $30.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009.

Wellfield Partners provides 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.

Wellfield Partners: assets under management

The assets under management (AUM) of Wellfield Partners LLP is $30.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wellfield Partners LLP 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.

Indirect Owners

The SEC currently registers 12 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lm (Gp) Limited General partner 1 Nov 2008 Other foreign
Northill Jersey Holdings L.P Owner 1 Jan 2011 75% - 100% foreign
Northill Capital (Jersey) L.P Limited partner 1 Jan 2011 75% - 100% foreign
Landmark Lp Limited partner 1 Jan 2011 75% - 100% foreign
Ernesto Silvio Maurizio Bertarelli Limited partner 1 Jan 2011 50% - 75% 6148538
Donata Bertarelli Limited partner 1 Jan 2011 25% - 50% 6148540
Donata Bertarelli Northill Discretionary Trust Owner 1 May 2011 25% - 50% foreign
Nct Limited Trustee 1 May 2011 Other foreign
Ernesto Bertarelli Northill Discretionary Trust Owner 1 May 2011 50% - 75% foreign
Northill Purpose Trust Owner 1 May 2011 75% - 100% foreign
Nc Pt Limited Trustee 1 May 2011 Other foreign
Northill Capital Holdings Limited General partner 1 Jun 2012 Other foreign

Based in London

The principal office where Wellfield Partners LLP performs its advisory services is located at 1 Curzon Street, London, W1 J 5 Hd, 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 +44 207 016 4116 or by fax +44 207 016 4100. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday.


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