EGERTON CAPITAL (US), LP
Adviser information for EGERTON CAPITAL (US), LP last updated from Form ADV on March 26th, 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 Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | 5 | $14.5B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $14.5B |
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 | 5 | $14.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 80 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
20TH FLOOR667 MADISON AVENUE
NEW YORK
NY
United States
Monday - Friday, 8.30 - 17.30
Tel: 16462932570, Fax: None
Websites
Chief Compliance Officer
PHILIP CHARLES DOMNIN NIEL
GENERAL COUNSEL
STRATTON HOUSE
5 STRATTON STREET
LONDON
United Kingdom
Tel:
+44(0)20-7410-3633
Fax:
+44(0)20-7410-9091
P*****@************K
(Full email address available in API data)
Regulatory Contact
JORDANE ATHERTON
COMPLIANCE OFFICER
STRATTON HOUSE
5 STRATTON STREET
LONDON
United Kingdom
Tel:
+44(0)20-7410-3631
Fax:
+44(0)20-7410-9091
J*********@************K
(Full email address available in API data)
Industry Affiliates
| EGERTON CAPITAL (GP) LIMITED | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EGERTON CAPITAL (UK) LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NIEL, PHILIP, CHARLES DOMNIN | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 07/2018 | < 5% |
| ARMITAGE, JOHN, CHRISTOPHER | Individual | – | LIMITED PARTNER / CHIEF INVESTMENT OFFICER | 07/2018 | < 5% |
| ARMITAGE, JOHN, CHRISTOPHER | Individual | EGERTON CAPITAL (UK) LLP | SHAREHOLDER OF EGERTON CAPITAL LIMITED, CORPORATE MEMBER OF EGERTON CAPITAL (UK) LLP | 06/2015 | 50-75% |
| BOLLINGER, WILLIAM, GUEST | Individual | EGERTON CAPITAL (UK) LLP | SHAREHOLDER OF EGERTON CAPITAL LIMITED, CORPORATE MEMBER OF EGERTON CAPITAL (UK) LLP | 06/2015 | 50-75% |
| EGERTON CAPITAL (UK) LLP | Foreign Entity | EGERTON CAPITAL (US) GP, LLC | SHAREHOLDER | 06/2015 | > 75% |
| EGERTON CAPITAL (US) GP, LLC | Domestic Entity | – | GENERAL PARTNER OF EGERTON CAPITAL (US), LP | 06/2015 | > 75% |
| GOVI, LEILA, SONIA | Individual | – | LIMITED PARTNER / DIRECTOR OF EGERTON CAPITAL (US) GP, LLC, GENERAL PARTNER OF EGERTON CAPITAL (US), LP | 09/2021 | < 5% |