|
⚲
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| Unigestion UK Ltd
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|
|
|---|---|
| CRD # | 282265 |
| SEC # | 801-107017 |
| CIK # | |
| AUM | $1.7 BB (2023-03-22) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 4402075295200 |
| Address | 33 Cavendish Square London, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.4 |
| (g) Pension and profit sharing plans | 3 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 1.7 |
| By Discretionary | ||
| Discretionary | 12 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 0.0 | |
| Total | 12 | 1.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Merion Capital LLC
✚
|
MI | 1.7 |
|
Frank Rimerman Advisors LLC
✚
|
CA | 1.7 |
|
CornerStone Investment Partners LLC
✚
|
GA | 1.7 |
|
Silvant Capital Management LLC
✚
|
GA | 1.7 |
|
Heartland Advisors Inc
✚
|
WI | 1.7 |
|
Howard Capital Management Group LLC
✚
|
CA | 1.7 |
|
Parsons Capital Management Inc
✚
|
RI | 1.7 |
|
Mountain Pacific Investment Advisers LLC
✚
|
ID | 1.7 |
|
Truwealth Advisors LLC
✚
|
LA | 1.7 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.7 |