Haverstock Capital LLP

RIASEC RegisteredEst. 2026
Total AUM
$140M
Discretionary
$140M
100% of AUM
Avg account
$69.8M
Accounts
2
Employees
5
Advisory reps
4

Firm details

Headquarters
London,
CRD number
340312
Registered since
March 30, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Haverstock Capital LLP is organized as a limited liability partnership and is registered with the SEC in 2026. The firm positions itself as an institutional registered investment adviser serving institutional clients rather than retail households. Ownership is held by an individual owner, and the firm does not describe itself as a capital allocator or a multi-state adviser. Haverstock provides portfolio management services for pooled investment vehicles and for businesses or institutional entities. Its compensation combines a percentage-of-assets-under-management fee with the potential for performance-based fees, indicating an alignment toward incentive-driven mandates. The firm identifies as not being an active ESG investor and does not list pension consulting or related-adviser activities.

Assets & Accounts

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

Owners & executives

2 of 2
  • Adam Davies

    CEO & Founding PartnerCRD 6252102

  • Moni Sternbach

    Founder and CIOCRD 8229146

Contacts

2 of 2
  • Louise Pugh

    Investment PartnerCRD 8229159

  • Lyndsey Starr

    Senior Investment AnalystCRD 8229169

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
Third Floor, 11 Slingsby Place
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth