ARCUS INVESTMENT LIMITED
Adviser information for ARCUS INVESTMENT LIMITED last updated from Form ADV on December 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 | Other (specify) |
|---|---|
| Fiscal Year End | SEPTEMBER |
| 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 |
Identifiers
| SEC RIA File Number | 802-76646 |
|---|---|
| SEC ERA File Number | 802-76646 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162196 |
| Legal Entity Identifier | 5493007XP8MU3OAWPN82 |
Principal Office
7 STRATFORD PLACE2ND FLOOR
LONDON
United Kingdom
Monday - Friday, 8AM - 6PM
Tel: +44 203 540 9500, Fax: +44 207 600 3905
Websites
Chief Compliance Officer
LUCY KING
7 STRATFORD PLACE
2ND FLOOR
LONDON
United Kingdom
Tel:
0203 540 9506
L***@**************M
(Full email address available in API data)
Industry Affiliates
| ARCUS SOUTH EAST ASIA | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ARCUS FUND SICAV, SUB FUND: ARCUS JAPAN FUND | UCITS | $1,420.9M | $0.1M | 63 |
| ARCUS JAPAN VALUE FUND | CAYMAN ISLANDS UNIT TRUST | $152.2M | $0.3M | 41 |
| THE ARCUS ZENSEN FUND | Hedge Fund | $75.0M | $0.1M | 26 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TASKER, PETER | Individual | – | SHAREHOLDER | 10/1998 | 25-50% |
| PEARSON, MARK, ANTHONY | Individual | – | SHAREHOLDER, PORTFOLIO MANAGER, DIRECTOR | 06/1998 | 50-75% |
| CHEETAH GROUP HOLDINGS LIMITED | Foreign Entity | – | SHAREHOLDER | 08/2017 | < 5% |
| YEH, V NEE | Individual | – | SHAREHOLDER | 08/2017 | < 5% |
| CARTWRIGHT, EDWARD, MICHAEL | Individual | – | DIRECTOR, CEO, HEAD OF RISK | 06/2019 | < 5% |
| KING, LUCY, JOANNA | Individual | – | DIRECTOR, COMPLIANCE OFFICER | 06/2019 | < 5% |
| Williams, Benjamin, Charles | Individual | – | DIRECTOR, ASSISTANT PORTFOLIO MANAGER, SHAREHOLDER | 03/2022 | < 5% |