Guardcap Asset Management Limited

RIASEC RegisteredEst. 2020
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$495M
Accounts
12
Employees
24
Advisory reps
3

Firm details

Headquarters
London,
CRD number
297056
Registered since
December 7, 2020
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles90.94%
  • State / Municipal Government4.41%
  • Corporations / Businesses4.24%
  • Charitable Organizations0.41%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Guardcap Asset Management Limited is an institutional-focused investment manager registered with the SEC in 2020. The firm serves institutional clients and manages pooled vehicles and institutional mandates on a percentage-of-AUM fee basis. Its activities include portfolio management for pooled investment vehicles and for businesses or institutions, and it reports being an active ESG investor. Ownership includes both a foreign entity and individual ownership elements; the adviser is classified as “other/unclassified” in available records.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Arieta Koshutova

    Arieta Koshutova

    Chief Operating OfficerCRD 6947177

  • Steven Bates

    Steven Bates

    Director & Chief Investment OfficerCRD 5775796

Contacts

1 of 1
  • George Mavroudis

    Board DirectorCRD 4853652

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
11 Charles Ii St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth