INDEPENDENT FRANCHISE PARTNERS LLP
Adviser information for INDEPENDENT FRANCHISE PARTNERS LLP last updated from Form ADV on March 28th, 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 | MARCH |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 29 |
|---|---|
| Investment Advisory/Research | 12 |
| 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 | 28 | $14.5B |
| Non-Discretionary | 0 | $0 |
| Total | 28 | $14.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $1.6B |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $8.5B |
| Pension and profit sharing plans | 8 | $2.1B |
| Charitable organizations | <5 | $152.6M |
| State or municipal gov entities | <5 | $478.4M |
| Other investment advisers | 0 | $0 |
| Insurance companies | <5 | $178.2M |
| Sovereign wealth funds and foreign official institutions | <5 | $1.1B |
| Corporations or other businesses | <5 | $400.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 69 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
LEVEL 110 PORTMAN SQUARE
LONDON
United Kingdom
Monday - Friday, 08:30 - 17:30
Tel: +44 207 495 9070, Fax: +44 207 486 3382
Websites
Chief Compliance Officer
SANDEEP GHELA
CHIEF COMPLIANCE OFFICER
LEVEL 1
10 PORTMAN SQUARE
LONDON
United Kingdom
Tel:
+44 207 495 9070
Fax:
+44 207 486 3382
S************@********************M
(Full email address available in API data)
Regulatory Contact
FRANCESCA DAY
COMPLIANCE MANAGER
LEVEL 1
10 PORTMAN SQUARE
LONDON
United Kingdom
Tel:
+44 207 495 9070
Fax:
+44 207 486 3382
F************@********************M
(Full email address available in API data)
Industry Affiliates
| INDEPENDENT FRANCHISE PARTNERS GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY II, L.P. | EQUITY FUND | $918.2M | $3.0M | 41 |
| INDEPENDENT FRANCHISE PARTNERS GLOBAL EQUITY, L.P. | EQUITY FUND | $2,213.7M | $3.0M | 104 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VOWLES, JAYSON, IAN | Individual | – | MANAGING PARTNER | 01/2023 | 25-50% |
| ALLISON, MICHAEL, DENNIS ASHTON | Individual | – | PARTNER | 03/2009 | < 5% |
| SAMANNAJOSH LIMITED | Foreign Entity | – | OWNER/PARTNER | 02/2011 | 5-10% |
| VOWLES, JAYSON, IAN | Individual | SAMANNAJOSH LIMITED | OWNER | 02/2011 | > 75% |
| LADHA, KARIM, RIAZ | Individual | – | PARTNER | 04/2017 | 10-25% |
| GHELA, SANDEEP, PARVIN | Individual | – | PARTNER, CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | 12/2017 | 10-25% |
| CROSTHWAITE, RICHARD, FRANCIS | Individual | – | PARTNER | 02/2019 | 10-25% |
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 |
|---|---|---|---|---|
| AON PLC | SHS CL A | 707M | 2M | – |
| ASPEN TECHNOLOGY INC | COM | 99M | 499K | – |
| BOOKING HOLDINGS INC | COM | 419M | 106K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 606M | 15M | – |
| CORTEVA INC | COM | 600M | 11M | – |
| EBAY INC. | COM | 499M | 9M | – |
| ELECTRONIC ARTS INC | COM | 565M | 4M | – |
| FOX CORP | CL A COM | 636M | 18M | – |
| FOX CORP | CL B COM | 161M | 5M | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 772M | 6M | – |
| JOHNSON & JOHNSON | COM | 564M | 4M | – |
| LAUDER ESTEE COS INC | CL A | 369M | 3M | – |
| NEW YORK TIMES CO | CL A | 36M | 697K | – |
| NEWS CORP NEW | CL A | 670M | 24M | – |
| NEWS CORP NEW | CL B | 264M | 9M | – |
| ORACLE CORP | COM | 759M | 5M | – |
| PHILIP MORRIS INTL INC | COM | 679M | 7M | – |
| RB GLOBAL INC | COM | 899M | 12M | – |
| REVVITY INC | COM | 112M | 1M | – |
| TKO GROUP HOLDINGS INC | CL A | 380M | 4M | – |
| TRANSUNION | COM | 253M | 3M | – |
| WARNER MUSIC GROUP CORP | COM CL A | 160M | 5M | – |
| ZILLOW GROUP INC | CL A | 94M | 2M | – |
| ZILLOW GROUP INC | CL C CAP STK | 558M | 12M | – |