EDGBASTON INVESTMENT PARTNERS

RIASEC RegisteredEst. 2010

Total AUM

$969M

Discretionary

$969M

100% of AUM

Avg account

$323M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 148364
Registered since: May 20, 2010
Website: www.edgbastonip.com
Custodians: STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles74.16%
Pension & Profit Sharing Plans25.84%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Edgbaston Investment Partners operates as a Limited Liability Partnership and has been registered with the SEC since 2010. The firm primarily caters to institutional clients and engages in portfolio management for pooled investment vehicles as well as for businesses or institutions. It does not classify itself as a capital allocator and does not actively pursue ESG investments. The firm’s fee structure is based on a percentage of assets under management, aligning its interests with those of its clients.