FUNDSMITH INVESTMENT SERVICES LIMITED

RIASEC RegisteredEst. 2023
Total AUM
$40B
Discretionary
$37.4B
93% of AUM
Avg account
$3.1B
Accounts
13
Employees
12
Advisory reps
7

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • TERENCE SMITH

    Chief Executive Officer & Chief Investment OfficerCRD 3220157

  • Tom Armstrong

    Chief Operating OfficerCRD 7310013

  • MARK LAURENCE

    Chief Operating OfficerCRD 6034546

Contacts

3 of 4
  • GREVILLE WARD

    PartnerCRD 1883604

  • Sameerah Joomun

    Compliance ManagerCRD 7818986

  • JULIAN ROBINS

    Head of ResearchCRD 2405201

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

beaux songes, null

Location

beaux songes, null

Headquartered in beaux songes, null.

Address
PALMA B2 ROAD
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth