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Egerton Capital US LP
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CRD # | 297738 |
SEC # | 801-113876 |
CIK # | 0001083657, 0001939232 |
AUM | $16.5 BB (2023-03-23) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 646-293-2539 |
Address | 20th Floor New York, NY 10065 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
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CP | 65.2 | 1.4 | |
CNI | 76.7 | 1.0 | |
V | 419.3 | 0.9 | |
FCNCA | 10.8 | 0.6 | |
SLB | 52.3 | 0.5 | |
CVE | 40.3 | 0.4 | |
FISV | 58.6 | 0.4 | |
MSFT | 1,918.2 | 0.4 | |
MA | 309.6 | 0.4 | |
TECK | 17.9 | 0.4 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 5 | 16.5 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 5 | 16.5 |
By Discretionary | ||
Discretionary | 5 | 16.5 |
Non-Discretionary | 0 | 0.0 |
Total | 5 | 16.5 |
By Non-United States Persons | ||
Non-United States Persons | 10.7 | |
United States Persons | 5.8 | |
Total | 5 | 16.5 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001083657] | |
13F-NT | [0001083657] | |
13F-NT | [0001939232] | |
SC 13G | [0001939232] |
Form 13D/13G Filer | Form 13D/13G Subject | Filed |
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Egerton Capital US LP | First Citizens Bancshares Inc /DE/ | [2023-02-09] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pemberton Capital Advisors LLP
✚
|
17.2 | |
Intech Investment Management LLC
✚
|
FL | 17.1 |
Sprucegrove Investment Management Ltd
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|
16.8 | |
Keystate Advisory LLC
✚
|
NV | 16.7 |
Meketa Fiduciary Management LLC
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|
CA | 16.4 |
Federated Hermes UK LLP
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|
16.2 | |
Comgest Asset Management International Limited
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|
15.9 | |
Longview Partners Guernsey Limited
✚
|
15.8 | |
Longview Partners LLP
✚
|
15.8 | |
Fiduciary Counselors Inc
✚
|
DC | 15.7 |