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| First Sentier Investors UK Funds Limited
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|---|---|
| CRD # | 171592 |
| SEC # | 801-79806 |
| CIK # | |
| AUM | $11.9 B (2026-03-31) |
| Employees | 314 (16% Investors, 0% Brokers) |
| Phone | 442073326500 |
| Address | Finsbury Circus House London, United Kingdom |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Stewart Investors Worldwide Leaders Fund DST | [2016-04-12] | 128.3 | 0.0 |
| Filed 2018-02-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Stewart Investors Worldwide Sustainability Fund DST | [2016-04-12] | 128.3 | 16.6 |
| Filed 2018-02-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Mahout Asia Pacific Leaders Fund DST | [2012-03-30] | 128.3 | 102.8 |
| Filed 2018-02-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Mahout Global Emerging Markets Leaders Fund GT | 2012-03-30 | 41.4 | |
| Other | Stewart Investors Global Emerging Markets Leaders Fund DST | [2012-03-30] | 1,207.8 | 45.8 |
| Filed 2025-07-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 17 | 11.9 |
| (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 | 17 | 11.9 |
| By Discretionary | ||
| Discretionary | 17 | 11.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 11.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.8 | |
| United States Persons | 0.0 | |
| Total | 17 | 11.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gregory Cooper | Executive Officer | 13 | 3 | |
| Richard Wastcoat | Director | 10 | 3 | |
| Kanesh Lakhani | Director | 8 | 3 | |
| Christian Turpin | Director | 8 | 3 | |
| Gary Withers | Executive Officer | 7 | 3 | |
| Mark Lazberger | Director | 6 | 3 | |
| Stuart Paul | Executive Officer | 5 | 3 | |
| Gregg Johnston | Director | 5 | 3 | |
| Michael Stapleton | Executive Officer | 5 | 3 | |
| Janet Carey | Executive Officer | 5 | 3 | |
| Mark Steinberg | Director | 5 | 3 | |
| Paul Rayson | Director | 4 | 3 | |
| Paul Gately | Director | 4 | 3 | |
| Susan Turner | Director | 6 | 2 | |
| Cyril Johnson | Director | 5 | 2 | |
| Francis Johnson | Director | 5 | 2 | |
| James Breyley | Director | 5 | 2 | |
| Adrian Hilderly | Director | 5 | 2 | |
| Vicky Kubitscheck | Director | 4 | 2 | |
| Clare Wood | Director | 3 | 2 | |
| Grant Ferguson | Director | 3 | 2 | |
| Gary Cotton | Director | 3 | 2 | |
| Jane Daniel | Director | 3 | 2 | |
| Jacqueline Lowe | Director | 3 | 2 | |
| Terrence Yodaiken | Director | 3 | 2 | |
| Garry Cotton | Director | 3 | 2 | |
| Kerryleigh Baronet | Director | 1 | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altrinsic Global Advisors LLC
✚
|
CT | 12.2 |
|
Christian Brothers Investment Services Inc
✚
|
IL | 11.9 |
|
FTV Management Company LP
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CA | 11.9 |
|
Sparx Asset Management Co Ltd
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|
11.7 | |
|
Bimini Advisors LLC
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|
FL | 11.7 |
|
Bricktown Capital LLC
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MI | 11.7 |
|
Novacap Management US Inc
✚
|
11.6 | |
|
Krane Funds Advisors LLC
✚
|
NY | 11.6 |
|
Sprucegrove Investment Management Ltd
✚
|
11.5 | |
|
Longview Partners Guernsey Limited
✚
|
11.5 |