AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED
Adviser information for AFFIRMATIVE INVESTMENT MANAGEMENT PARTNERS LIMITED last updated from Form ADV on May 12th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | NOVEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 22 |
|---|---|
| Investment Advisory/Research | 15 |
| 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 | 7 | $1.1B |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $1.1B |
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 | 1 | $41.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 5 | $918.6M |
| Insurance companies | 1 | $93.5M |
| 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 | 86 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-107166 |
|---|---|
| SEC ERA File Number | 801-107166 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282138 |
| Legal Entity Identifier | 213800DRK3ARB1ZP7K57 |
Principal Office
7 BIRCHIN LANE, 3RD FLOORLONDON
United Kingdom
Monday - Friday, 9:00AM - 5:00PM
Tel: +44 (0)2039496900, Fax: None
Websites
Chief Compliance Officer
MICHELLE SMITH
DIRECTOR, COO
7 BIRCHIN LANE, 3RD FLOOR
LONDON
United Kingdom
Tel:
+44 (0)7436 041968
M**************@**********M
(Full email address available in API data)
Regulatory Contact
STEPHEN FITZGERALD
MANAGING PARTNER
7 BIRCHIN LANE, 3RD FLOOR
LONDON
United Kingdom
Tel:
+44 (0)2039496900
S*****************@****************M
(Full email address available in API data)
Industry Affiliates
| AFFIRMATIVE INVESTMENT MANAGEMENT US LTD | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AIM US$ LIQUID IMPACT FUND LLC | Hedge Fund | $41.4M | $5.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Fitzgerald, Stephen, Charles | Individual | – | MANAGING PARTNER | 06/2014 | < 5% |
| SMITH, MICHELLE, ANNE | Individual | – | SENIOR PARTNER; CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | 12/2014 | < 5% |
| POLLARO, JOSEPH, PATRICK | Individual | – | DIRECTOR | 12/2022 | < 5% |
| METLIFE INVESTMENT MANAGEMENT HOLDINGS (IRELAND) LIMITED | Foreign Entity | – | CORPORATE SHAREHOLDER | 12/2022 | > 75% |
| METLIFE GLOBAL HOLDING COMPANY II GMBH | Foreign Entity | METLIFE INVESTMENT MANAGEMENT HOLDINGS (IRELAND) LIMITED | INDIRECT CORPORATE SHAREHOLDER | 12/2022 | > 75% |
| METLIFE GLOBAL HOLDING COMPANY I GMBH | Foreign Entity | METLIFE GLOBAL HOLDING COMPANY II GMBH | INDIRECT CORPORATE SHAREHOLDER | 12/2022 | > 75% |
| AMERICAN LIFE INSURANCE COMPANY | Domestic Entity | METLIFE GLOBAL HOLDING COMPANY I GMBH | INDIRECT CORPORATE SHAREHOLDER | 12/2022 | > 75% |
| METLIFE, INC | Domestic Entity | AMERICAN LIFE INSURANCE COMPANY | INDIRECT CORPORATE SHAREHOLDER | 12/2022 | > 75% |