SCOTT INVESTMENT PARTNERS

SCOTT INVESTMENT PARTNERS LLP Legal Name

Adviser information for SCOTT INVESTMENT PARTNERS last updated from Form ADV on June 2nd, 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 7
Investment Advisory/Research 4
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 1 $46.6M
Non-Discretionary 0 $0
Total 1 $46.6M

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 <5 $46.6M
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 individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-78457
SEC ERA File Number 801-78457
SEC CIK Numbers 1841989
SEC CRD Numbers 168664
Legal Entity Identifier 213800YCZIMQXM84NI76

Principal Office

THE OLD RECTORY, 17 THAMESIDE
OXFORDSHIRE
HENLEY-ON-THAMES
United Kingdom
Monday - Friday, 830 - 1800
Tel: +44 (0) 1491 412 172, Fax: +44 (0) 1491 412 573

Chief Compliance Officer

ANTHONY PAUL MCDONNELL
PARTNER
THE OLD RECTORY
17 THAMESIDE
HENLEY ON THAMES
United Kingdom
Tel: +44 (0) 1491 412 172
Fax: +44 (0) 1491 412 573
(Full email address available in API data)

Regulatory Contact

MARILYN HARRISON
PARTNER
THE OLD RECTORY
17 THAMESIDE
HENLEY ON THAMES
United Kingdom
Tel: +44 (0) 1491 412 172
Fax: +44 (0) 1491 412 573
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SCOTT, WALTER, GRANT Individual PARTNER 10/2012 > 75%
HARRISON, MARILYN, RUTH Individual PARTNER 10/2012 10-25%

No. Employees, Historic

10502019202020212022202320246 on 7/1/20196 on 6/30/20205 on 6/29/20216 on 6/9/20227 on 6/2/2023

RAUM, Historic

500M250M0201920202021202220232024362300000 on 7/1/2019297435000 on 6/30/2020418870816 on 6/29/2021268178927 on 6/9/202246636180 on 6/2/2023

No. Clients, Historic

10502019202020212022202320241 on 7/1/20191 on 6/30/20201 on 6/29/20211 on 6/9/20220 on 6/2/2023

Holdings

From latest 13F, filed November 1st, 2023 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
AGILENT TECHNOLOGIES COM 827 7K
ABBOTT LABORATORIES COM 804 8K
ANALOG DEVICES COM 1K 6K
ALBEMARLE COM 867 5K
AMGEN COM 860 3K
AMPHENOL CL A 1K 14K
BIOGEN COM 797 3K
BOOKING HOLDINGS COM 1K 400
BRISTOL MYERS SQUIBB COM 813 14K
COPART INC COM 810 19K
COGNIZANT CL A 1K 16K
DOLLAR TREE COM 1K 10K
ELECTRONIC ARTS COM 855 7K
ECOLAB COM 1K 6K
ESTEE LAUDER CL A 867 6K
EOG RESOURCES COM 2K 13K
FASTENAL COM 1K 23K
FEDEX COM 927 4K
FLEETCOR TECHNOLOGIES COM 1K 4K
GILEAD SCIENCES COM 959 13K
HASBRO COM 794 12K
HORMEL FOODS COM 418 11K
HENRY SCHEIN COM 906 12K
INTEL COM 711 20K
IPG PHOTONICS COM 599 6K
J.B. HUNT TRANSPORTATION COM 1K 6K
LITTELFUSE COM 668 3K
L3HARRIS TECHNOLOGIES COM 958 6K
LINDE SHS 1K 3K
MEDTRONIC SHS 940 12K
MAXIMUS COM 284 4K
MICROSOFT COM 2K 7K
NIKE CL B 937 10K
PAYCHEX COM 784 7K
PAYPAL COM 672 12K
RTX COM 835 12K
SCHLUMBERGER COM STK 1K 19K
CONSTELLATION BRANDS CL A 1K 4K
STRYKER COM 1K 4K
TJX COMPANIES COM 1K 17K
ULTA BEAUTY COM 1K 3K
UNITEDHEALTH GROUP COM 2K 4K
EXXON MOBIL COM 2K 18K