CORONATION INTERNATIONAL LIMITED
Adviser information for CORONATION INTERNATIONAL LIMITED last updated from Form ADV on February 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 | Corporation |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 6 |
| 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 | 4 | $3.5B |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $3.5B |
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 | 3 | $3.3B |
| Pension and profit sharing plans | 1 | $168.4M |
| 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 | 100 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-125933 |
|---|---|
| SEC ERA File Number | 801-125933 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321999 |
| Legal Entity Identifier | 549300YBTGLVGOYI5425 |
Principal Office
15 SACKVILLE STREETLONDON
United Kingdom
Monday - Friday, 8AM-5PM
Tel: +442073898840, Fax: None
Chief Compliance Officer
MARK BARRATT
HEAD OF GLOBAL RISK & COMPLIANCE
7TH FLOOR, MONTCLARE PLACE
CNR CAMPGROUND & MAIN ROADS
CLAREMONT, CAPE TOWN
South Africa
Tel:
+27 21 6802000
Fax:
+27 21 6802100
M*******@*************M
(Full email address available in API data)
Regulatory Contact
BRYAN MELVILLE
DIRECTOR
15 SACKVILLE STREET
LONDON
United Kingdom
Tel:
+442073898840
B********@***************K
(Full email address available in API data)
Industry Affiliates
| CORONATION ALTERNATIVE INVESTMENT MANAGERS (PTY) LTD | Other investment adviser, including financial planners |
| CORONATION ASSET MANAGEMENT (PTY) LTD | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| CORONATION FUND MANAGERS LTD | Sponsor, GP, manager of pooled investment vehicles |
| CORONATION GLOBAL FUND MANAGERS (IRELAND) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| CORONATION INVESTMENT MANAGEMENT SA (PTY) LTD | Sponsor, GP, manager of pooled investment vehicles |
| CORONATION INVESTMENT SERVICES (PTY) LTD | Sponsor, GP, manager of pooled investment vehicles |
| CORONATION LIFE ASSURANCE COMPANY LIMITED | Insurance company or agency |
| CORONATION MANAGEMENT COMPANY (RF) (PTY) LTD | Sponsor, GP, manager of pooled investment vehicles |
| NAMIBIA ASSET MANAGEMENT LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARRATT, MARK, ROBERT | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2015 | < 5% |
| CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD | Foreign Entity | – | SHAREHOLDER | 09/2016 | > 75% |
| PILLAY, ANTON, CLARENCE | Individual | – | DIRECTOR | 10/2012 | < 5% |
| MARTIN, CLINTON, GEORGE | Individual | – | DIRECTOR | 06/2013 | < 5% |
| MELVILLE, BRYAN, CRAIG | Individual | – | DIRECTOR | 03/2009 | < 5% |
| CORONATION FUND MANAGERS LTD | Foreign Entity | CORONATION INVESTMENT MANAGEMENT INTERNATIONAL (PTY) LTD | SHAREHOLDER | 10/2015 | > 75% |
| DOORIS, DAMIEN, HUGH | Individual | – | NON-EXECUTIVE DIRECTOR | 03/2023 | < 5% |