FOUNDATION INVESTMENT PARTNERS MANAGEMENT LLP
Adviser information for FOUNDATION INVESTMENT PARTNERS MANAGEMENT LLP last updated from Form ADV on June 22nd, 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 | 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 | 802-114483 |
|---|---|
| SEC ERA File Number | 802-114483 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281136 |
| Legal Entity Identifier | None |
Principal Office
100 WIGMORE STREETTHIRD FLOOR
LONDON
United Kingdom
Monday - Friday, 9AM-5PM
Tel: 44 20 4530 6522, Fax: None
Websites
Chief Compliance Officer
WILLIAM FAURE WALKER
PARTNER, FINANCE DIRECTOR
100 WIGMORE STREET
THIRD FLOOR
LONDON
United Kingdom
Tel:
44 20 4530 6522
W**@*********K
(Full email address available in API data)
Industry Affiliates
| FOUNDATION INVESTMENT PARTNERS I (GP)LLP | Sponsor, GP, manager of pooled investment vehicles |
| FOUNDATION INVESTMENT PARTNERS II (GP) LLP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FIP II CO-INVEST LP | Private Equity Fund | $29.4M | $0.9M | 8 |
| FOUNDATION INVESTMENT PARTNERS I LP | Private Equity Fund | $30.4M | $0.3M | 18 |
| FOUNDATION INVESTMENT PARTNERS II LP | Private Equity Fund | $251.5M | $0.1M | 19 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Whittaker, George, Anthony David | Individual | – | MANAGING PARTNER | 07/2014 | 50-75% |
| Walker, William, Faure | Individual | – | PARTNER, FINANCIAL DIRECTOR AND COMPLIANCE OFFICER | 05/2021 | 5-10% |
| Owston, Gavin | Individual | – | PARTNER | 09/2020 | 10-25% |
| Marsh, Nicholas | Individual | – | PARTNER | 06/2022 | 10-25% |