Kiltearn Partners LLP (Edinburgh)
Kiltearn Partners LLP is a large advisory firm based in Edinburgh. It manages $10.67 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011.
Kiltearn 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.
Kiltearn Partners: assets under management
The assets under management (AUM) of Kiltearn Partners LLP is $10.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14865% since the beginning of its operation, and $3.28 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Kiltearn Partners 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 Kiltearn Partners serves?
The firm provides services to charitable organizations, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Kiltearn Partners is pooled investment vehicles with 3 clients and $9.03 billion of assets under management. Among the 12 most similar advisory firms, Kiltearn Partners has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $10.67 billion for 5 clients. 60% of the firm’s clients are foreign persons or businesses.
Kiltearn Partners also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
Careers at Kiltearn Partners LLP
The company employs 20 people that are either part- or full-time employees. 45 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
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Edinburgh
The principal office where Kiltearn Partners LLP performs its advisory services is located at Exchange Place 3, Edinburgh, Eh3 8 Bl, 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 011 44 131 460 1040 or by fax 011 44 131 202 0661. The normal business hours are 08:30-17:30 on Monday - Friday. You can find more information about the New York firm at kiltearnpartners.com/.
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