NEW STREET RESEARCH LLP
Adviser information for NEW STREET RESEARCH LLP last updated from Form ADV on June 20th, 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 | APRIL |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 40 |
|---|---|
| Investment Advisory/Research | 36 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 295 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 9 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | 8 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | 7 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 317 |
| No. of Non-U.S. Clients | 40 |
Services
| Advisory Services | Publication of periodicals or newslettersSecurity ratings or pricing services |
|---|---|
| Compensation | Subscription feesFixed feesCommissions |
Identifiers
| SEC RIA File Number | 801-96176 |
|---|---|
| SEC ERA File Number | 801-96176 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173721 |
| Legal Entity Identifier | OC303987 |
Principal Office
100 BISHOPSGATE18TH FLOOR
LONDON
United Kingdom
Monday - Friday, 9 AM TO 5 PM
Tel: 02073759140, Fax: None
Chief Compliance Officer
MARIA VAN TONDER
PARTNER
100 BISHOPSGATE
18TH FLOOR
LONDON
United Kingdom
Tel:
44(0)2073759111
M****@********************M
(Full email address available in API data)
Regulatory Contact
IAIN JOHNSTON
CHIEF EXECUTIVE OFFICER
100 BISHOPSGATE
18TH FLOOR
LONDON
United Kingdom
Tel:
02073759140
Fax:
44(0)2073759110
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 |
|---|---|---|---|---|---|
| VAN TONDER, MARIA, SUSANNA | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2007 | < 5% |
| JOHNSTON, IAIN, MACDONALD | Individual | – | CHIEF EXECUTIVE | 08/2003 | 25-50% |
| HOARE, CHRISTOPHER, JOHN | Individual | – | PARTNER | 05/2006 | 5-10% |
| GAYNOR, CHARLES, PHILIP | Individual | – | PARTNER | 09/2004 | 10-25% |
| KINNAIRD RESEARCH LLP | Foreign Entity | – | PARTNER | 03/2010 | 25-50% |
| THROWLEIGH LLP | Foreign Entity | – | PARTNER | 03/2010 | 10-25% |
| HALIFAX LUNAR LLP | Foreign Entity | – | PARTNER | 09/2017 | 10-25% |
| RWTW LLP | Foreign Entity | – | PARTNER | 09/2017 | 5-10% |
| ACHAR LLP | Foreign Entity | – | PARTNER | 03/2010 | < 5% |