Hedge Fund Database

KILTEARN PARTNERS

KILTEARN PARTNERS LLP Legal Name

Adviser information for KILTEARN PARTNERS last updated from Form ADV on April 28th, 2023. 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 20
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 3 $3.4B
Non-Discretionary 0 $0
Total 3 $3.4B

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 $3.4B
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 33
No. of Financial Planning Clients 0

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 801-72673
SEC ERA File Number 801-72673
SEC CIK Numbers 1582633
SEC CRD Numbers 158789
Legal Entity Identifier LARGETRADER:42428918

Principal Office

EXCHANGE PLACE 3
3 SEMPLE STREET
EDINBURGH
United Kingdom
Monday - Friday, 08:30-17:30
Tel: 011 44 131 460 1040, Fax: 011 44 131 202 0661

Websites

www.kiltearnpartners.com/

Chief Compliance Officer

DOUGLAS MCARTHUR
CHIEF COMPLIANCE OFFICER
EXCHANGE PLACE 3
3 SEMPLE STREET
EDINBURGH
United Kingdom
Tel: 011 44 131 460 1052
Fax: 011 44 131 202 0661
(Full email address available in API data)

Regulatory Contact

ROBERT MCGINTY
HEAD OF OPERATIONS
EXCHANGE PLACE 3
3 SEMPLE STREET
EDINBURGH
United Kingdom
Tel: 011 44 131 460 1039
Fax: 011 44 131 202 0661
(Full email address available in API data)

Industry Affiliates

SILCHESTER INTERNATIONAL INVESTORS Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
KILTEARN GLOBAL EQUITY FUND LONG ONLY PRIVATELY OFFERED COMMINGLED FUND $2,578.2M $10.0M 112
KILTEARN GLOBAL EQUITY SRI FUND LONG ONLY PRIVATELY OFFERED COMMINGLED FUND $90.6M $10.0M 9

Control Persons

Name Type Entity Title Since Ownership
WATSON, CRAIG, ROBERT Individual – INVESTMENT MANAGER, PARTNER, SUPERVISORY GROUP MEMBER 01/2011 < 5%
MURCHISON, MURDOCH, ROSS Individual – CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, PARTNER, SUPERVISORY GROUP MEMBER 01/2011 < 5%
KILTEARN LIMITED Foreign Entity – PARTNER 01/2011 > 75%
SILCHESTER PARTNERS LIMITED Foreign Entity KILTEARN LIMITED SHAREHOLDER 01/2011 25-50%
BUTT, STEPHEN, CHARLES Individual SILCHESTER PARTNERS LIMITED CHAIRMAN, DIRECTOR, SHAREHOLDER 04/1995 50-75%
CLARKE, EDWARD, GERARD Individual – SUPERVISORY GROUP MEMBER 10/2011 < 5%
MURCHISON, MURDOCH, ROSS Individual KILTEARN LIMITED CHAIRMAN, DIRECTOR, SHAREHOLDER 01/2011 25-50%
WATSON, CRAIG, ROBERT Individual KILTEARN LIMITED DIRECTOR, SHAREHOLDER 01/2011
CLARKE, EDWARD, GERARD Individual KILTEARN LIMITED DIRECTOR, SHAREHOLDER 01/2011
COLLINS, CRAIG, MCCOLL Individual – INVESTMENT MANAGER, PARTNER, SUPERVISORY GROUP MEMBER 06/2011 < 5%
MOHAMED, KHALED Individual – INVESTMENT MANAGER, PARTNER, SUPERVISORY GROUP MEMBER 03/2011 < 5%
CHEUNG, RAYMOND, K Individual – SUPERVISORY GROUP MEMBER 04/2018 < 5%
CHEUNG, RAYMOND, K Individual KILTEARN LIMITED DIRECTOR 04/2018
MCARTHUR, DOUGLAS, GEORGE ROBERT Individual – CHIEF COMPLIANCE OFFICER, PARTNER, SUPERVISORY GROUP MEMBER 04/2019 < 5%
MCGINTY, ROBERT, RUSSELL Individual – CHIEF FINANCIAL OFFICER, PARTNER, SUPERVISORY GROUP MEMBER 04/2019 < 5%
Fong, Alex, Wei Yip Individual – PARTNER 04/2021 < 5%
Stewart, Duncan, Findlay Individual – PARTNER 04/2021 < 5%
Armstrong, Colin, Robert Individual – PARTNER 04/2023 < 5%
Franklin, Helen, Potter Individual – LEGAL MEMBER 04/2023 < 5%

No. Employees, Historic

3015020192020202120222023202420 on 4/8/201920 on 6/29/202021 on 4/21/202121 on 5/25/202220 on 4/28/2023

RAUM, Historic

20B10B020192020202120222023202410666365276 on 4/8/20195806129651 on 6/29/20206327266375 on 4/21/20215292690594 on 5/25/20223433848952 on 4/28/2023

No. Clients, Historic

10502019202020212022202320245 on 4/8/20195 on 6/29/20205 on 4/21/20215 on 5/25/20223 on 4/28/2023

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AFFILIATED MANAGERS GROUP IN COM 87M 554K –
ALPHABET INC CAP STK CL A 12M 65K –
DOLLAR GEN CORP NEW COM 10M 73K –
CARMAX INC COM 46M 633K –
CIGNA CORP NEW COM 41M 123K –
CHECK POINT SOFTWARE TECH LT ORD 41M 246K –
GENPACT LIMITED SHS 7M 207K –
COMCAST CORP NEW CL A 59M 2M –
CVS HEALTH CORP COM 47M 792K –
EBAY INC. COM 23M 436K –
EXXON MOBIL CORP COM 13M 116K –
FEDEX CORP COM 13M 45K –
HARLEY DAVIDSON INC COM 16M 491K –
HCA HEALTHCARE INC COM 28M 88K –
KT CORP SPONSORED ADR 14M 1M –
LIBERTY GLOBAL PLC SHS CL A 29M 2M –
LYONDELLBASELL INDUSTRIES N SHS - A - 38M 401K –
MICRON TECHNOLOGY INC COM 12M 94K –
MEDTRONIC PLC SHS 28M 360K –
ROBERT HALF INC. COM 23M 364K –
NOV INC COM 16M 852K –
POLARIS INC COM 5M 62K –
SOUTHWEST AIRLS CO COM 43M 1M –
STANLEY BLACK & DECKER INC COM 19M 234K –
STATE STR CORP COM 21M 283K –
VALE S A SPONSORED ADS 20M 2M –
WALGREENS BOOTS ALLIANCE INC COM 13M 1M –
AMBEV SA SPONSORED ADR 30M 15M –
DOW INC COM 12M 231K –
SEALED AIR CORP NEW COM 18M 531K –
SYSCO CORP COM 17M 242K –
TENARIS S A COM 19M 612K –
WYNDHAM HOTELS & RESORTS INC COM 3M 47K –