Fundsmith Partners US LLC

RIASEC RegisteredEst. 2026
Total AUM
$435M
Discretionary
$435M
100% of AUM
Avg account
$218M
Accounts
2
Employees
7
Advisory reps
1

Firm details

Headquarters
Stamford, Connecticut
CRD number
343726
Registered since
September 3, 2026
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fundsmith Partners US LLC is a recently formed limited liability company that registered with the SEC in 2026. It operates as an investment adviser focused on institutional clients and provides portfolio management specifically for pooled investment vehicles. The firm lists ownership as a mix of a foreign entity and an individual and uses a nonstandard fee approach (listed as “Other”). Regulatory and industry classifications show the firm as unclassified but note several operational roles: it identifies as an investment adviser and also registers affiliations consistent with being a sponsor or general partner and as a CPO/CTA. The firm is not positioned as a capital allocator to third‑party managers, does not identify as a multi‑state adviser, and does not self‑identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Robert Parker

    Robert Parker

    CCOCRD 7216762

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
46 Southfield Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth