|
⚲
|
| Keyboard |
| Independent Franchise Partners LLP
✚
|
|
|---|---|
| CRD # | 150108 |
| SEC # | 801-70126 |
| CIK # | 0001483866 |
| AUM | 23.85 B (2026-06-26) |
| Employees | 35 (37% Investors, 0% Brokers) |
| Phone | 442074959070 |
| Address | Level 1 London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Bristol Myers Squibb Co | 1.3 | ||
| Solventum Corp | 1.0 | ||
| Live Nation Entertainment Inc | 0.9 | ||
| Kenvue Inc | 0.8 | ||
| Transunion Holding Company Inc | 0.8 | ||
| Aon Corp | 0.8 | ||
| Intercontinentalexchange Group Inc | 0.8 | ||
| News Corp | 0.8 | ||
| Salesforce Com Inc | 0.8 | ||
| Gartner Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Independent Franchise Partners Global Equity II LP | [2019-06-17] | 1,227.9 M | 1,101.2 M |
| Filed 2026-01-13 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Independent Franchise Partners Global Equity LP | [2012-01-03] | 3,513.9 M | 3,406.1 M |
| Filed 2025-07-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $3,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 1 | 1.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 16.3 |
| (g) Pension and profit sharing plans | 0 | 1.3 |
| (h) Charitable organizations | 5 | 1.0 |
| (i) State or municipal government entities | 7 | 2.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 23.8 |
| By Discretionary | ||
| Discretionary | 35 | 23.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 23.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.6 | |
| United States Persons | 9.2 | |
| Total | 35 | 23.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Joseph Hardiman | Executive Officer | 25 | 7 | |
| Scott Craven-Jones | Executive Officer | 5 | 3 | |
| John Kelly-Jones | Executive Officer | 2 | 2 | |
| Sandeep Ghela | Executive Officer | 2 | 1 | |
| Independent Franchise Partners GP LLC | Promoter | 2 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001483866] | |
| SC 13G | [0001483866] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $8.3B |
| Serves | Institutional |
| LEI | 549300RRBZZDUBNEN666 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Federated Hermes UK LLP
✚
|
24.72 B | |
|
MML Investment Advisers LLC
✚
|
MA | 24.55 B |
|
Macquarie Investment Management Europe Limited
✚
|
24.51 B | |
|
PGIM Private Placement Investors LP
✚
|
NJ | 24.44 B |
|
GE Investment Management Corp
✚
|
CT | 24.36 B |
|
Elmwood Asset Management LLC
✚
|
NY | 24.29 B |
|
Systematica Investments UK LLP
✚
|
23.79 B | |
|
Systematica Investments GP Limited
✚
|
23.79 B | |
|
Systematica Investments Singapore PTE Ltd
✚
|
23.79 B | |
|
ADP Strategic Plan Services LLC
✚
|
NJ | 23.78 B |