LONGVIEW PARTNERS (GUERNSEY) LIMITED

Adviser information for LONGVIEW PARTNERS (GUERNSEY) LIMITED last updated from Form ADV on March 15th, 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 DECEMBER
Legal Location Guernsey

Employees

Total Number of Employees 6
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 2

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 801-68536
SEC ERA File Number 801-68536
SEC CIK Numbers 1426092
SEC CRD Numbers 143875
Legal Entity Identifier 549300DA3UOE7P7RVS28

Principal Office

MILL COURT
LA CHARROTERIE
ST. PETER PORT
Guernsey
Monday - Friday, 9.00 A.M. TO 5.00 P.M. GMT
Tel: 44-1481-712414, Fax: 44-1481-713057

Chief Compliance Officer

STUART TOSTEVIN
MILL COURT
LA CHARROTERIE
ST PETER PORT
Guernsey
Tel: 44-1481-712414
Fax: 44-1481-713057
(Full email address available in API data)

Regulatory Contact

KATE CAMPBELL
MANAGING DIRECTOR
MILL COURT
LA CHARROTERIE
ST PETER PORT
Guernsey
Tel: 44-1481-712414
Fax: 44-1481-713057
(Full email address available in API data)

Industry Affiliates

LONGVIEW PARTNERS LLP 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
NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED Foreign Entity OWNER 06/2014 > 75%
NORTHILL JERSEY HOLDINGS, L.P. Foreign Entity NORTHILL LONGVIEW HOLDINGS (GUERNSEY) LIMITED OWNER 03/2014 > 75%
LANDMARK LP Foreign Entity NORTHILL INVEST LP LIMITED PARTNER 11/2015 > 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
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
TOSTEVIN, STUART, JAMES Individual COMPLIANCE OFFICER 10/2014 < 5%
NORTHILL INVEST LP Foreign Entity NORTHILL CAPITAL JERSEY LP LIMITED PARTNER 11/2015 > 75%
B-FLEXION GP LIMITED Foreign Entity NORTHILL INVEST LP GENERAL PARTNER 11/2015
HENTON, ANDREW, MICHAEL Individual DIRECTOR 06/2016 < 5%
Campbell, Elizabeth, Mary Kate Individual MANAGING DIRECTOR 09/2017 < 5%
PAPAGEORGIOU, PANAYIOTIS, CHRISTAKIS Individual DIRECTOR 01/2018 < 5%
peacegood, joanne Individual DIRECTOR 04/2020 < 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 LIMITED Foreign Entity LM (GP) LIMITED OWNER 01/2011 > 75%
GUICHARD-BERTARELLI, DONATA Individual BERTARELLI PARTNERS LIMITED OWNER 01/2011 25-50%
Kearsley, Ranjani Individual DIRECTOR 09/2022 < 5%
CORNELL, PETER, CHARLES EDWARD Individual DIRECTOR 09/2023 < 5%
BERTARELLI, ERNESTO, SILVIO MAURIZIO Individual BERTARELLI PARTNERS LIMITED OWNER 08/2023 > 75%
BERTARELLI, ERNESTO, SILVIO MAURIZIO Individual B-FLEXION GROUP HOLDINGS SA OWNER 08/2023 > 75%

No. Employees, Historic

10502020202120222023202420258 on 3/17/20207 on 2/10/20216 on 2/11/20226 on 9/1/20226 on 2/17/20236 on 9/22/20236 on 3/15/2024

RAUM, Historic

40B20B020202021202220232024202531887759775 on 3/17/202025785541692 on 2/10/202119365662310 on 2/11/202219365662310 on 9/1/202215847342381 on 2/17/202315847342381 on 9/22/202317806686791 on 3/15/2024

No. Clients, Historic

7035020202021202220232024202569 on 3/17/202050 on 2/10/202125 on 2/11/202225 on 9/1/202227 on 2/17/202327 on 9/22/202320 on 3/15/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 664M 1M Longview Partners LLP
ALPHABET INC CAP STK CL A 656M 4M Longview Partners LLP
AMERICAN EXPRESS CO COM 603M 3M Longview Partners LLP
AON PLC SHS CL A 446M 2M Longview Partners LLP
BECTON DICKINSON & CO COM 478M 2M Longview Partners LLP
BOOKING HOLDINGS INC COM 657M 166K Longview Partners LLP
CDW CORP COM 595M 3M Longview Partners LLP
DOLLAR GEN CORP NEW COM 472M 4M Longview Partners LLP
FIDELITY NATL INFORMATION SV COM 602M 8M Longview Partners LLP
FISERV INC COM 608M 4M Longview Partners LLP
HCA HEALTHCARE INC COM 589M 2M Longview Partners LLP
IQVIA HLDGS INC COM 471M 2M Longview Partners LLP
MARSH & MCLENNAN COS INC COM 559M 3M Longview Partners LLP
MEDTRONIC PLC SHS 463M 6M Longview Partners LLP
MICROSOFT CORP COM 679M 2M Longview Partners LLP
MOODYS CORP COM 619M 1M Longview Partners LLP
NIKE INC CL B 377M 5M Longview Partners LLP
ORACLE CORP COM 651M 5M Longview Partners LLP
S&P GLOBAL INC COM 551M 1M Longview Partners LLP
SYSCO CORP COM 464M 6M Longview Partners LLP
THERMO FISHER SCIENTIFIC INC COM 555M 1M Longview Partners LLP
TJX COS INC NEW COM 648M 6M Longview Partners LLP
UNITEDHEALTH GROUP INC COM 525M 1M Longview Partners LLP
VISA INC COM CL A 545M 2M Longview Partners LLP