FUNDSMITH INVESTMENT SERVICES LIMITED
Firm details
- Headquarters
- beaux songes,
- CRD number
- 310498
- Registered since
- November 2, 2023
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles99.66%
- Investment Companies0.34%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Fundsmith Investment Services Limited is a corporate hedge-fund manager that serves an institutional client base. The firm is registered with the SEC (2023) and is organized with foreign-entity and individual ownership. Its business activity profile includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as an adviser and sponsor of pooled vehicles and investment companies; it also acts as general partner/managing member for pooled investment vehicles. Fundsmith charges clients on a percentage-of-assets basis and does not describe itself as an active ESG investor.
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
Owners & executives
3 of 3TERENCE SMITH
Chief Executive Officer & Chief Investment OfficerCRD 3220157
Tom Armstrong
Chief Operating OfficerCRD 7310013
MARK LAURENCE
Chief Operating OfficerCRD 6034546
Contacts
3 of 4GREVILLE WARD
PartnerCRD 1883604
Sameerah Joomun
Compliance ManagerCRD 7818986
JULIAN ROBINS
Head of ResearchCRD 2405201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
beaux songes, null
Location
beaux songes, null
Headquartered in beaux songes, null.
- Address
- PALMA B2 ROAD
- Office locations
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