GOODHART PARTNERS LLP
Adviser information for GOODHART PARTNERS LLP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Partnership |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $873.6M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $873.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 4 | $585.8M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $287.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 66 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-106822 |
|---|---|
| SEC ERA File Number | 801-106822 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281566 |
| Legal Entity Identifier | 549300SVDOIYFEMIFT51 |
Principal Office
QUEENSLAND HOUSE393 STRAND
LONDON
United Kingdom
Monday - Friday, 9 AM TO 5 PM
Tel: +44 (0)20 7379 3000, Fax: +44 (0)20 7520 9548
Chief Compliance Officer
NATALIE KONSCHU
NONE
QUEENSLAND HOUSE
393 STRAND
LONDON
United Kingdom
Tel:
+44 (0)20 3903 3830
Fax:
+44 (0)20 7520 9548
N*******@*******************M
(Full email address available in API data)
Industry Affiliates
| ASSET VALUE INVESTORS LIMITED | Other investment adviser, including financial planners |
| GOODHART PARTNERS SARL | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GOODHART PARTNERS LONGITUDE FUND - GANBARU FUND | Hedge Fund | $161.9M | $0.5M | 5 |
| GOODHART PARTNERS LONGITUDE FUND - HANJO FUND | Hedge Fund | $364.0M | $0.5M | 12 |
| VOLUNTEER PARK CAPITAL FUND SCSP | Private Equity Fund | $43.5M | $1.0M | 7 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NAIRN CAPITAL LTD. | Foreign Entity | – | PARTNER | 03/2014 | 25-50% |
| TAYLOR, PETER, STUART READ | Individual | – | PARTNER/CHIEF OPERATING OFFICER | 01/2009 | 10-25% |
| BARTLETT, ALAN, NO MIDDLE NAME | Individual | – | PARTNER/CHIEF EXECUTIVE OFFICER | 01/2009 | 10-25% |
| NAIRN, ALASDAIR, GORDON MACKENZIE | Individual | NAIRN CAPITAL LTD. | SHAREHOLDER | 12/2013 | > 75% |
| Tuffield, Gary, Paul | Individual | – | PARTNER | 10/2023 | 10-25% |
| Willmott, Richard, Lionel | Individual | – | JUNIOR PARTNER | 10/2023 | < 5% |