BENNBRIDGE LTD
Adviser information for BENNBRIDGE LTD last updated from Form ADV on February 20th, 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 | Other (specify) |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 8 |
| 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 | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-129723 |
|---|---|
| SEC ERA File Number | 801-129723 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330060 |
| Legal Entity Identifier | 549300MWWOL8Q7EVI995 |
Principal Office
EAGLE HOUSE, 108-110 JERMYN STREETLONDON
United Kingdom
Monday - Friday, 9AM - 5PM
Tel: +44 (0) 20 7872 7600, Fax: None
Chief Compliance Officer
ASHLEIGH SIMMS
EAGLE HOUSE, 108-110 JERMYN STREET
LONDON
United Kingdom
Tel:
+44 (0) 7811 239702
A*************@*************M
(Full email address available in API data)
Regulatory Contact
KAREN LUMSDEN
HEAD OF INVESTMENT SERVICES
45 CHARLOTTE SQUARE
EDINBURGH
United Kingdom
Tel:
+44 (0)131 202 3078
K************@***************M
(Full email address available in API data)
Industry Affiliates
| BENNBRIDGE US LLC | Other investment adviser, including financial planners |
| BENNELONG FUNDS MANAGEMENT LTD | Other investment adviser, including financial planners |
| SKERRYVORE ASSET MANAGEMENT LLP | Other investment adviser, including financial planners |
| SKERRYVORE GLOBAL EM EQUITY GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BENNELONG FUNDS MANAGEMENT GROUP PTY LTD | Foreign Entity | BENNBRIDGE HOLD CO. LTD | SHAREHOLDER | 11/2016 | > 75% |
| SIMMS, ASHLEIGH, LORRAINE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
| BENNBRIDGE HOLD CO. LTD | Foreign Entity | – | SHAREHOLDER | 11/2016 | > 75% |
| INTHE VEE DISCRETIONARY TRUST | Foreign Entity | BENNELONG FUNDS MANAGEMENT GROUP PTY LTD | SHAREHOLDER | 11/2016 | > 75% |
| ELBOWUP PTY LTD | Foreign Entity | INTHE VEE DISCRETIONARY TRUST | TRUSTEE | 11/2016 | |
| MCKILLOP, ROBERT, JOHN | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2022 | < 5% |