CONSULTA LTD
CONSULTA LIMITED Legal Name
Adviser information for CONSULTA LTD last updated from Form ADV on January 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| 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 | – |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
ROTHERWICK HOUSE19-21 OLD BOND STREET
LONDON
United Kingdom
Monday - Friday, 08:00-18:00
Tel: +442077665400, Fax: None
Chief Compliance Officer
MARY VAN DER WESTHUIZEN
19-21 OLD BOND STREET
LONDON
United Kingdom
Tel:
+442077665400
L****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CONSULTA MASTER FUND LP | Hedge Fund | $1,973.8M | $5.0M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLIAMS, RYAN, NEIL | Individual | – | DIRECTOR | 04/2011 | < 5% |
| LAMOTTE, NICHOLAS, MAXIMILIAN | Individual | – | CHAIRMAN | 04/2009 | < 5% |
| LLOYD OWEN, HARRY, DAVID MATTHEW | Individual | – | CHIEF OPERATING OFFICER | 01/2014 | < 5% |
| van der Westhuizen, Mary | Individual | – | GENERAL COUNSEL | 10/2020 | < 5% |
| Morris, George | Individual | – | CHIEF FINANCIAL OFFICER | 08/2014 | < 5% |
| LAMOTTE, HARALD, ALEJANDRO | Individual | HALSEY INVESTMENTS LIMITED | SHAREHOLDER | 07/2012 | > 75% |
| HALSEY INVESTMENTS LIMITED | Foreign Entity | – | OWNER | 07/2012 | > 75% |
No. Employees, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 155M | 850K | – |
| CANADIAN NATL RY CO | COM | 95M | 800K | – |
| CANADIAN PACIFIC KANSAS CITY | COM | 79M | 1M | – |
| COMCAST CORP NEW | CL A | 98M | 3M | – |
| DANAHER CORPORATION | COM | 125M | 500K | – |
| HCA HEALTHCARE INC | COM | 104M | 325K | – |
| JPMORGAN CHASE & CO. | COM | 101M | 500K | – |
| LOWES COS INC | COM | 88M | 400K | – |
| MCDONALDS CORP | COM | 76M | 300K | – |
| MICROSOFT CORP | COM | 116M | 260K | – |
| STARBUCKS CORP | COM | 97M | 1M | – |
| DISNEY WALT CO | COM | 50M | 500K | – |
| UNITEDHEALTH GROUP INC | COM | 153M | 300K | – |
| VISA INC | COM CL A | 131M | 500K | – |