SCOTTISH EQUITY PARTNERS
SCOTTISH EQUITY PARTNERS, LLP Legal Name
Adviser information for SCOTTISH EQUITY PARTNERS last updated from Form ADV on September 21st, 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 | JUNE |
| Legal Location | United Kingdom |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-114227 |
|---|---|
| SEC ERA File Number | 802-114227 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161989 |
| Legal Entity Identifier | 2138002JB2DXDT63BK85 |
Principal Office
17 BLYTHSWOOD SQUAREGLASGOW, SCOTLAND
United Kingdom
Monday - Friday, 9AM TO 5PM
Tel: 0141 273 4000, Fax: 0141 273 4001
Websites
Chief Compliance Officer
ANDREW BUCHAN
17 BLYTHSWOOD SQUARE
GLASGOW
United Kingdom
Tel:
0141 273 4000
Fax:
0141 273 4001
A************@********K
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ENVIRONMENTAL ENERGIES FUND LP | Venture Capital Fund | $45.7M | $0.0M | 6 |
| SEP IV LP | Venture Capital Fund | $255.1M | $0.0M | 26 |
| SEP V CO-INVESTMENT 1 LP | GROWTH CAPITAL | $20.9M | $0.0M | 5 |
| SEP V CO-INVESTMENT 2 LP | GROWTH CAPITAL | $28.5M | $0.0M | 1 |
| SEP V CO-INVESTMENT 3 LP | Venture Capital Fund | $32.8M | $0.0M | 3 |
| SEP V CO-INVESTMENT 4 LP | GROWTH CAPITAL | $15.2M | $0.0M | 2 |
| SEP V LP | GROWTH CAPITAL | $485.9M | $0.0M | 31 |
| SEP VI CO-INVESTMENT 1 LP | GROWTH CAPITAL | $12.7M | $0.0M | 2 |
| SEP VI CO-INVESTMENT 2 LP | GROWTH CAPITAL | $18.6M | $0.0M | 1 |
| SEP VI LP | GROWTH CAPITAL | $66.7M | $0.0M | 29 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PATERSON, CALUM | Individual | – | MANAGING PARTNER | 10/2008 | 25-50% |
| DAVISON, ANDREW | Individual | – | PARTNER | 10/2008 | 10-25% |
| SNEDDON, DAVID | Individual | – | PARTNER | 10/2008 | 10-25% |
| PATERSON, STUART, ANDREW WEIR | Individual | – | PARTNER | 10/2008 | 10-25% |
| Robison, Anthony, Lawrence | Individual | – | PARTNER | 08/2019 | 5-10% |
| Rutherford, Jan, Carol | Individual | – | PARTNER | 08/2019 | 5-10% |
| Davidson, Keith, Robert | Individual | – | PARTNER | 08/2019 | 5-10% |