Highclere International Investors

RIASEC RegisteredEst. 2006
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$638M
Accounts
2
Employees
20
Advisory reps
3

Firm details

Headquarters
London,
CRD number
140380
Registered since
June 6, 2006
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Highclere International Investors operates as a Limited Liability Partnership and has been registered with the SEC since 2006. The firm primarily serves institutional clients and focuses on portfolio management for pooled investment vehicles. Highclere International Investors is recognized for its active engagement in ESG (Environmental, Social, and Governance) investing, reflecting a commitment to sustainable investment practices. The firm does not function as a capital allocator and does not have affiliations with multi-state advisory services or pension consulting.

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

Owners & executives

2 of 2
  • Edward Makin

    CEO & Portfolio ManagerCRD 5130353

  • Fergus Gilmour

    Chief Operating Officer and Chief Compliance OfficerCRD 5130355

Contacts

1 of 1
  • Susan Steele

    Director of Marketing & Client ServiceCRD 2531909

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
12 Manchester Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth