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 |
Principal Office
THE OLD RECTORY, 17 THAMESIDEOXFORDSHIRE
HENLEY-ON-THAMES
United Kingdom
Monday - Friday, 830 - 1800
Tel: +44 (0) 1491 412 172, Fax: +44 (0) 1491 412 573
Websites
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
C*********@******************M
(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
M********@******************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |