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| Independent Franchise Partners LLP
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| CRD # | 150108 |
| SEC # | 801-70126 |
| CIK # | 0001483866 |
| AUM | $22.3 B (2025-06-25) |
| Employees | 31 (39% Investors, 0% Brokers) |
| Phone | 442074959070 |
| Address | Level 1 London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001483866 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Intercontinentalexchange Group Inc | 1.1 | ||
| Corteva Inc | 1.0 | ||
| Bristol Myers Squibb Co | 1.0 | ||
| News Corp | 0.9 | ||
| Live Nation Entertainment Inc | 0.9 | ||
| Johnson & Johnson | 0.8 | ||
| Oracle Corp | 0.8 | ||
| Zillow Group Inc | 0.8 | ||
| Solventum Corp | 0.8 | ||
| Philip Morris International Inc | 0.7 | ||
| Kenvue Inc | 0.7 | ||
| Estee Lauder Companies Inc | 0.6 | ||
| Ritchie Bros Auctioneers Inc | 0.6 | ||
| eBay Inc | 0.6 | ||
| Fox Corp | 0.6 | ||
| TKO Group Holdings Inc | 0.6 | ||
| Electronic Arts Inc | 0.5 | ||
| Aon Corp | 0.5 | ||
| Transunion Holding Company Inc | 0.4 | ||
| Warner Music Group Corp | 0.4 | ||
| News Corp | 0.3 | ||
| Fox Corp | 0.3 | ||
| Discovery Communications Inc | 0.1 | ||
| Zillow Group Inc | 0.1 | ||
| Rentokil Initial PLC /FI | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Independent Franchise Partners Global Equity II LP | [2019-06-17] | 925.8 | 1,004.5 |
| Other | Independent Franchise Partners Global Equity LP | [2012-01-03] | 2,910.1 | 3,279.0 |
| AUM Breakdown | Accounts | AUM ($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 | 1.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 15.5 |
| (g) Pension and profit sharing plans | 5 | 1.7 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 2.4 |
| (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 | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 31 | 22.3 |
| By Discretionary | ||
| Discretionary | 31 | 22.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 22.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.6 | |
| United States Persons | 8.7 | |
| Total | 31 | 22.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joseph Hardiman | 22 | ||
| Scott Cravenjones | 5 | ||
| John Kellyjones | 2 | ||
| Sandeep Ghela | 2 | ||
| Independent Franchise Partners GP LLC | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001483866] | |
| SC 13G | [0001483866] |
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|---|---|---|
|
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✚
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✚
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|
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|
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✚
|
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|
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✚
|
21.0 | |
|
Systematica Investments GP Limited
✚
|
21.0 |