INVESTINDUSTRIAL ADVISORS LIMITED
Adviser information for INVESTINDUSTRIAL ADVISORS LIMITED last updated from Form ADV on March 25th, 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 | Other (specify) |
|---|---|
| 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 | – |
Identifiers
| SEC RIA File Number | 802-75692 |
|---|---|
| SEC ERA File Number | 802-75692 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163406 |
| Legal Entity Identifier | 213800EZSBDBPH6YCY88 |
Principal Office
FIRST FLOORONE HOOPER'S COURT
LONDON
United Kingdom
Monday - Friday, 9 AM - 5 PM
Tel: 011-44-207-664-2121, Fax: 011-44-207-664-2122
Chief Compliance Officer
ALEX BROWNING
CHIEF COMPLIANCE OFFICER
FIRST FLOOR
ONE HOOPER'S COURT
LONDON
United Kingdom
Tel:
0011-44-20-7664-2122
Fax:
0011-44-20-7664-2122
A********@*******************M
(Full email address available in API data)
Industry Affiliates
| BI-INVEST COMPARTMENT S.A R.L. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| BI-INVEST ENDOWMENT MANAGEMENT S.A R.L. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| BI-INVEST S.A R.L. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INDUSTRIAL COOPERATION GP SARL | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INVESTINDUSTRIAL BUSINESS DEVELOPMENT LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INVESTINDUSTRIAL EXPANSION AND DEVELOPMENT LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INVESTINDUSTRIAL INTERNATIONAL DEVELOPMENT LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INVESTINDUSTRIAL IV BUF LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INVESTINDUSTRIAL VII FEEDER GP SARL. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| INVESTINDUSTRIAL VII GP LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| VII CO-INVEST GP LLP | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| INVESTINDUSTRIAL GROWTH L.P. | Private Equity Fund | $158.9M | $0.1M | 37 |
| INVESTINDUSTRIAL V L.P. | Private Equity Fund | $649.9M | $0.1M | 70 |
| INVESTINDUSTRIAL VI LP | Private Equity Fund | $2,236.0M | $0.1M | 87 |
| INVESTINDUSTRIAL VII L.P. | Private Equity Fund | $4,145.5M | $0.1M | 152 |
| PORTAVENTURA CONTINUATION L.P | Private Equity Fund | $542.0M | $0.1M | 36 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| INVESTINDUSTRIAL S.A. | Foreign Entity | – | SHAREHOLDER | 12/1993 | > 75% |
| SMITH, ROGER NEIL | Individual | – | DIRECTOR | 10/2008 | < 5% |
| GILMORE, WILLIAM | Individual | – | DIRECTOR | 02/2019 | < 5% |
| RAJEEV, MENON | Individual | – | DIRECTOR | 05/2018 | < 5% |
| GROSVENOR STREET HOLDINGS S.A. | Foreign Entity | INVESTINDUSTRIAL S.A. | SHAREHOLDER | 02/2009 | 25-50% |
| THE GEORGE TRUST | Foreign Entity | GROSVENOR STREET HOLDINGS S.A. | SHAREHOLDER | 08/2009 | > 75% |
| DUCHESS STREET HOLDINGS S.A. | Foreign Entity | INVESTINDUSTRIAL S.A. | SHAREHOLDER | 02/2009 | 25-50% |
| THE BUDDA TRUST | Foreign Entity | DUCHESS STREET HOLDINGS S.A. | SHAREHOLDER | 08/2009 | > 75% |