MUDITA MANAGEMENT
MUDITA ADVISORS LLP Legal Name
Adviser information for MUDITA MANAGEMENT last updated from Form ADV on June 28th, 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 | Limited Liability Partnership |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| 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 | $771.8M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $771.8M |
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 | $732.0M |
| 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 | <5 | $39.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 17 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
28 MOUNT STREETLONDON
United Kingdom
Monday - Friday, 8AM - 6PM
Tel: +44 20 3848 7530, Fax: None
Websites
Chief Compliance Officer
KEVIN MANDY
CHIEF FINANCIAL OFFICER
28 MOUNT STREET
LONDON
United Kingdom
Tel:
+44 20 3848 7535
K*@*******************M
(Full email address available in API data)
Regulatory Contact
THOMAS HARDY
CHIEF INVESTMENT OFFICER
28 MOUNT STREET
LONDON
United Kingdom
Tel:
+44 20 3848 7500
T*@*******************M
(Full email address available in API data)
Industry Affiliates
| MUDITA ARCHIMEDES MTGP LP | Sponsor, GP, manager of pooled investment vehicles |
| MUDITA GP LP | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CASSINI PARTNERS, L.P. - MUDITA ARISTILLUS SERIES | Hedge Fund | $106.5M | $0.1M | 2 |
| CASSINI PARTNERS, L.P. - MUDITA MANAGEMENT SERIES | Hedge Fund | $64.9M | $0.0M | 2 |
| MUDITA ARCHIMEDES LP | INVESTMENT TRADING FUND | $426.8M | $0.0M | 2 |
| MUDITA ORIGINAL PARTNERSHIP LP | Hedge Fund | $74.2M | $5.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HARDY, THOMAS, LUKE RIMINGTON | Individual | – | FOUNDER & CHIEF INVESTMENT OFFICER | 01/2018 | > 75% |
| SCOTT, PETER, JAMES | Individual | – | PARTNER & INVESTMENT ANALYST | 07/2021 | 10-25% |
| MANDY, KEVIN, ANDREW ROYSTON | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALAMOS GOLD INC NEW | COM CL A | 6M | 359K | – |
| APOLLO GLOBAL MGMT INC | COM | 30M | 252K | – |
| BARRICK GOLD CORP | COM | 8M | 461K | – |
| BLACK STONE MINERALS L P | COM UNIT | 12M | 761K | – |
| CANADIAN NAT RES LTD | COM | 18M | 509K | – |
| CHARLES RIV LABS INTL INC | COM | 7M | 35K | – |
| ESTABLISHMENT LABS HLDGS INC | COM | 14M | 298K | – |
| FLUTTER ENTMT PLC | SHS | 1M | 7K | – |
| HILTON GRAND VACATIONS INC | COM | 37M | 907K | – |
| HUDBAY MINERALS INC | COM | 2M | 203K | – |
| IAMGOLD CORP | COM | 7M | 2M | – |
| MAXCYTE INC | COM | 12M | 3M | – |
| METALS ACQUISITION LIMITED | ORD SHS | 4M | 315K | – |
| MOSAIC CO NEW | COM | 4M | 143K | – |
| NEW GOLD INC CDA | COM | 4M | 2M | – |
| SOTERA HEALTH CO | COM | 5M | 386K | – |
| VALE S A | SPONSORED ADS | 3M | 234K | – |
| WARRIOR MET COAL INC | COM | 24M | 380K | – |