LONGVIEW PARTNERS LLP
Adviser information for LONGVIEW PARTNERS LLP last updated from Form ADV on March 14th, 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 | 38 |
|---|---|
| Investment Advisory/Research | 9 |
| 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 | 29 | $17.8B |
| Non-Discretionary | 0 | $0 |
| Total | 29 | $17.8B |
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 | 7 | $4.7B |
| Pension and profit sharing plans | 7 | $2.7B |
| Charitable organizations | <5 | $401.6M |
| State or municipal gov entities | 6 | $7.8B |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $2.1B |
| Corporations or other businesses | <5 | $139.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 79 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-66273 |
|---|---|
| SEC ERA File Number | 801-66273 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139390 |
| Legal Entity Identifier | 549300FR0333EJPLMZ17 |
Principal Office
SAVOYSTRAND105 STRAND
LONDON
United Kingdom
Monday - Friday, GMT 9.00 - 17:30
Tel: +44 (0) 207 809 4100, Fax: +44 (0) 207 809 4199
Websites
Chief Compliance Officer
ANDREW CURTIS
INTERIM HEAD OF COMPLIANCE
SAVOYSTRAND
105 STRAND
LONDON
United Kingdom
Tel:
+442078094147
Fax:
+44 (0) 207 809 4199
C*********@********************M
(Full email address available in API data)
Regulatory Contact
AIMEE BOVE
COMPLIANCE OFFICER
SAVOYSTRAND
105 STRAND
LONDON
United Kingdom
Tel:
+442078094120
C*********@********************M
(Full email address available in API data)
Industry Affiliates
| LONGVIEW PARTNERS (GUERNSEY) LIMITED | 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 |
|---|---|---|---|---|---|
| LONGVIEW PARTNERS (UK) LIMITED | Foreign Entity | – | MANAGING MEMBER OF LONGVIEW PARTNERS LLP | 07/2012 | > 75% |
| LONGVIEW PARTNERS (GUERNSEY) LIMITED | Foreign Entity | LONGVIEW PARTNERS (UK) LIMITED | OWNER | 10/2001 | > 75% |
| NORTHILL JERSEY HOLDINGS, L.P. | Foreign Entity | NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED | OWNER | 03/2014 | > 75% |
| NORTHILL CAPITAL (JERSEY) L.P. | Foreign Entity | NORTHILL JERSEY HOLDINGS, L.P. | LIMITED PARTNER | 01/2011 | > 75% |
| B-FLEXION AM HOLDINGS LIMITED | Foreign Entity | NORTHILL CAPITAL (JERSEY) L.P. | GENERAL PARTNER | 06/2012 | |
| B-FLEXION AM HOLDINGS LIMITED | Foreign Entity | NORTHILL JERSEY HOLDINGS, L.P. | GENERAL PARTNER | 06/2012 | |
| LANDMARK LP | Foreign Entity | NORTHILL INVEST LP | LIMITED PARTNER | 11/2015 | > 75% |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO | Individual | LANDMARK LP | LIMITED PARTNER | 01/2011 | 50-75% |
| GUICHARD-BERTARELLI, DONATA | Individual | LANDMARK LP | LIMITED PARTNER | 01/2011 | 25-50% |
| LM (GP) LIMITED | Foreign Entity | LANDMARK LP | GENERAL PARTNER | 11/2008 | |
| NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED | Foreign Entity | LONGVIEW PARTNERS (GUERNSEY) LIMITED | OWNER | 06/2014 | > 75% |
| LUND, MARINA, BRONWEN | Individual | – | CHIEF EXECUTIVE OFFICER | 06/2014 | < 5% |
| LUND, MARINA, BRONWEN | Individual | – | MEMBER, EXECUTIVE COMMITTEE | 10/2012 | < 5% |
| NORTHILL INVEST LP | Foreign Entity | NORTHILL CAPITAL (JERSEY) L.P. | LIMITED PARTNER | 11/2015 | > 75% |
| B-FLEXION GP LIMITED | Foreign Entity | NORTHILL INVEST LP | GENERAL PARTNER | 11/2015 | |
| PHILIPPS, ALEXANDER, GERVAISE | Individual | – | CHIEF INVESTMENT OFFICER | 01/2021 | < 5% |
| DAVIES, EMMA, LOUISE | Individual | – | CHIEF FINANCIAL OFFICER | 12/2020 | < 5% |
| WELSHER, BENJAMIN, TRISTAN | Individual | – | MEMBER, EXECUTIVE COMMITTEE | 07/2020 | < 5% |
| DAVIES, EMMA, LOUISE | Individual | – | MEMBER, EXECUTIVE COMMITTEE | 07/2020 | < 5% |
| B-FLEXION HOLDINGS (SWITZERLAND) SA | Foreign Entity | B-FLEXION AM HOLDINGS LIMITED | OWNER | 06/2020 | > 75% |
| B-FLEXION HOLDINGS (SWITZERLAND) SA | Foreign Entity | B-FLEXION GP LIMITED | OWNER | 06/2020 | > 75% |
| B-FLEXION GROUP HOLDINGS SA | Foreign Entity | B-FLEXION HOLDINGS (SWITZERLAND) SA | OWNER | 06/2020 | > 75% |
| BERTARELLI PARTNERS LTD | Foreign Entity | LM (GP) LIMITED | OWNER | 01/2011 | > 75% |
| GUICHARD-BERTARELLI, DONATA | Individual | BERTARELLI PARTNERS LTD | OWNER | 01/2011 | 25-50% |
| WELSHER, BENJAMIN, TRISTAN | Individual | – | CHIEF OPERATING OFFICER | 06/2022 | < 5% |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO | Individual | BERTARELLI PARTNERS LTD | OWNER | 08/2023 | > 75% |
| BERTARELLI, ERNESTO, SILVIO MAURIZIO | Individual | B-FLEXION GROUP HOLDINGS SA | OWNER | 08/2023 | > 75% |
| CURTIS, ANDREW, VICTOR | Individual | – | INTERIM HEAD OF COMPLIANCE | 02/2024 | < 5% |