Edgbaston Investment Partners
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 Vehicles66.27%
- Pension & Profit Sharing Plans33.73%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2
Stephen Shepherd
Chief Compliance OfficerCRD 6938715

Matthew Myles
Chief Operating OfficerCRD 5783415
Contacts
3 of 4
Sarah Nichols
Senior Portfolio ManagerCRD 5783421
Geraldine Arrigoni
Senior Portfolio ManagerCRD 8125687
Charu Fernando
ChairwomanCRD 4346220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 105 Piccadilly
- Office locations
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