STANHOPE CAPITAL, LLP
Adviser information for STANHOPE CAPITAL, LLP last updated from Form ADV on March 28th, 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 | DECEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 57 |
|---|---|
| Investment Advisory/Research | 40 |
| 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 | 119 | $3.5B |
| Non-Discretionary | 63 | $8.6B |
| Total | 182 | $12.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 116 | $3.6B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 41 | $4.8B |
| 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 | 16 | $2.1B |
| Other | 9 | $1.6B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 182 |
| No. of Non-U.S. Clients | 99 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-120807 |
|---|---|
| SEC ERA File Number | 801-120807 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162512 |
| Legal Entity Identifier | None |
Principal Office
35 PORTMAN SQUARELONDON
United Kingdom
Monday - Friday, 9AM-5.30PM
Tel: 44 207 7251800, Fax: 44 207 7251801
Websites
Chief Compliance Officer
DANNY BROWER
HEAD OF LEGAL AND COMPLIANCE
35 PORTMAN SQUARE
LONDON
United Kingdom
Tel:
44 020 7725 1800
Fax:
44 020 7725 1801
D******@******************M
(Full email address available in API data)
Regulatory Contact
HARJOT DHILLON
SENIOR LEGAL AND COMPLIANCE ASSOCIATE
35 PORTMAN SQUARE
LONDON
United Kingdom
Tel:
44 020 7725 1800
Fax:
44 020 7725 1801
H*******@******************M
(Full email address available in API data)
Industry Affiliates
| EUROPEAN REAL ESTATE OPPORTUNITY GP | Sponsor, GP, manager of pooled investment vehicles |
| LGL PARTNERS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PORTMAN SQUARE GENERAL PARTNER S.A.R.L | Commodity pool operator or commodity trading advisor |
| PORTMAN SQUARE US REAL ESTATE I LP | Sponsor, GP, manager of pooled investment vehicles |
| S4S VENTURES GENERAL PARTNER LLC | Sponsor, GP, manager of pooled investment vehicles |
| STANHOPE CAPITAL (SWITZERLAND) S.A. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| STANHOPE FUND 13 | Real Estate Fund | $13.0M | $0.3M | 5 |
| STANHOPE FUND 14 | Venture Capital Fund | $9.3M | $0.3M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BROWER, DANNY, ASHER | Individual | – | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | 09/2014 | < 5% |
| STANHOPE CAPITAL MANAGEMENT LIMITED (UK) | Foreign Entity | – | CONTROLLER | 07/2017 | > 75% |
| STANHOPE CAPITAL SWITZERLAND SA | Foreign Entity | STANHOPE CAPITAL MANAGEMENT LIMITED (UK) | CONTROLLER | 07/2017 | > 75% |
| PINTO, DANIEL, EMILE | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2013 | < 5% |
| BELL, JONATHAN, ANTHONY | Individual | – | CHIEF INVESTMENT OFFICER | 03/2008 | < 5% |
| COULSON, IVO | Individual | – | HEAD OF INVESTMENT PORTFOLIO | 03/2017 | < 5% |
| STANHOPE CAPITAL (CORPORATE MEMBER) LTD | Foreign Entity | – | CONTROLLER | 12/2017 | > 75% |
| PINTO, DANIEL, EMILE | Individual | STANHOPE CAPITAL GROUP SA | CONTROLLER | 04/2018 | 50-75% |
| Shelley, Christopher, John | Individual | – | CHIEF FINANCIAL OFFICER | 07/2021 | < 5% |
| STANHOPE CAPITAL GROUP SA | Foreign Entity | STANHOPE CAPITAL SWITZERLAND SA | CONTROLLER | 02/2021 | > 75% |