|
⚲
|
| First Sentier Investors UK Funds Limited
✚
|
|
|---|---|
| CRD # | 171592 |
| SEC # | 801-79806 |
| CIK # | |
| AUM | $18.2 BB (2023-03-31) |
| Employees | 377 (16% Investors, 1% Brokers) |
| Phone | 442073326500 |
| Address | Finsbury Circus House London, United Kingdom |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Stewart Investors Worldwide Leaders Fund DST | [2016-04-12] | 128.3 | 0.0 |
| Other | Stewart Investors Worldwide Sustainability Fund DST | [2016-04-12] | 128.3 | 75.5 |
| Other | Mahout Asia Pacific Leaders Fund DST | [2012-03-30] | 128.3 | 102.8 |
| Other | Mahout Global Emerging Markets Leaders Fund GT | 2012-03-30 | 41.4 | |
| Other | Stewart Investors Global Emerging Markets Sustainability Leaders Fund DST | [2012-03-30] | 1,070.5 | 313.1 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 26 | 18.2 |
| (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 | 26 | 18.2 |
| By Discretionary | ||
| Discretionary | 26 | 18.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 26 | 18.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.8 | |
| United States Persons | 0.4 | |
| Total | 26 | 18.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 | |
|---|---|---|---|---|
| Gregory Cooper | 13 | |||
| Richard Wastcoat | 10 | |||
| Kanesh Lakhani | 8 | |||
| Christian Turpin | 8 | |||
| Gary Withers | 7 | |||
| Mark Lazberger | 6 | |||
| Janet Carey | 5 | |||
| Gregg Johnston | 5 | |||
| Stuart Paul | 5 | |||
| Mark Steinberg | 5 | |||
| View All | ||||
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|---|---|---|
|
Alps Advisors Inc
✚
|
CO | 19.3 |
|
FS/KKR Advisor LLC
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|
PA | 18.6 |
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Brown Brothers Harriman & Co
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NY | 18.2 |
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DBX Advisors LLC
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|
NY | 18.1 |
|
Mutual of America Capital Management LLC
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NY | 18.0 |
|
Pemberton Capital Advisors LLP
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|
17.2 | |
|
Intech Investment Management LLC
✚
|
FL | 17.1 |
|
Sprucegrove Investment Management Ltd
✚
|
16.8 | |
|
Keystate Advisory LLC
✚
|
NV | 16.7 |
|
Egerton Capital US LP
✚
|
NY | 16.5 |