Edgbaston Investment Partners

RIASEC RegisteredEst. 2010
Total AUM
$944M
Discretionary
$944M
100% of AUM
Avg account
$315M
Accounts
3
Employees
11
Advisory reps
6

Firm details

Headquarters
London,
CRD number
148364
Registered since
May 20, 2010
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles66.27%
  • Pension & Profit Sharing Plans33.73%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edgbaston Investment Partners is an LLP that has been registered with the SEC since 2010 and serves institutional clients. The firm operates as a commodity pool operator/commodity trading advisor and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. It also functions in sponsor/GP and managing-member roles for pooled vehicles, indicating it both advises and operates investment pools. Fees are charged as a percentage of assets under management. Edgbaston does not identify as an active ESG investor and is not reported as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Stephen Shepherd

    Stephen Shepherd

    Chief Compliance OfficerCRD 6938715

  • Matthew Myles

    Matthew Myles

    Chief Operating OfficerCRD 5783415

Contacts

3 of 4
  • Sarah Nichols

    Sarah Nichols

    Senior Portfolio ManagerCRD 5783421

  • Geraldine Arrigoni

    Senior Portfolio ManagerCRD 8125687

  • Charu Fernando

    Charu Fernando

    ChairwomanCRD 4346220

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
105 Piccadilly
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth