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| Independent Franchise Partners LLP
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| |
|---|---|
| CRD # | 150108 |
| SEC # | 801-70126 |
| CIK # | 0001483866 |
| AUM | $16.5 BB (2024-06-14) |
| Employees | 31 (35% Investors, 0% Brokers) |
| Phone | 442074959070 |
| Address | Level 1 London, United Kingdom |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001483866 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Ritchie Bros Auctioneers Inc | 6.9 | 0.9 | |
| Intercontinentalexchange Group Inc | 54.0 | 0.8 | |
| Oracle Corp | 182.8 | 0.8 | |
| Aon Corp | 56.4 | 0.7 | |
| Philip Morris International Inc | 158.8 | 0.7 | |
| News Corp | 9.1 | 0.7 | |
| Fox Corp | 18.2 | 0.6 | |
| Bristol Myers Squibb Co | 167.6 | 0.6 | |
| Corteva Inc | 39.3 | 0.6 | |
| Electronic Arts Inc | 34.3 | 0.6 | |
| Johnson & Johnson | 465.6 | 0.6 | |
| Zillow Group Inc | 8.2 | 0.6 | |
| eBay Inc | 23.9 | 0.5 | |
| Priceline Com Inc | 74.7 | 0.4 | |
| TKO Group Holdings Inc | 0.4 | ||
| Estee Lauder Companies Inc | 92.0 | 0.4 | |
| News Corp | 9.3 | 0.3 | |
| Transunion Holding Company Inc | 15.3 | 0.3 | |
| Fox Corp | 16.8 | 0.2 | |
| Warner Music Group Corp | 12.7 | 0.2 | |
| Perkinelmer Inc | 0.1 | ||
| Aspen Technology Inc | 12.0 | 0.1 | |
| Zillow Group Inc | 8.2 | 0.1 | |
| New York Times Co | 4.8 | 0.0 | |
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Independent Franchise Partners Global Equity II LP | [2019-06-17] | 921.5 | 850.8 |
| Other | Independent Franchise Partners Global Equity LP | [2012-01-03] | 2,910.1 | 3,078.0 |
| 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 | 1 | 2.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 10.6 |
| (g) Pension and profit sharing plans | 5 | 2.3 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.3 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 16.5 |
| By Discretionary | ||
| Discretionary | 24 | 16.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 16.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.1 | |
| United States Persons | 7.5 | |
| Total | 24 | 16.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Joseph Hardiman | 22 | ||
| Scott Cravenjones | 5 | ||
| John Kellyjones | 2 | ||
| Independent Franchise Partners GP LLC | 2 | ||
| Sandeep Ghela | 2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001483866] | |
| SC 13G | [0001483866] |
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|---|---|---|
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Nikko Asset Management Europe Ltd
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17.5 | |
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Innovator Capital Management LLC
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IL | 17.4 |
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NY | 16.9 |
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KY | 16.8 |
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Thrive Capital Management LLC
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