Hollyport Capital LLP

RIASEC RegisteredEst. 2023
Total AUM
$5.9B
Discretionary
$5.9B
100% of AUM
Avg account
$234M
Accounts
25
Employees
65
Advisory reps
4

Firm details

Headquarters
London,
CRD number
289306
Registered since
October 12, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles91.46%
  • Sovereign Wealth Funds8.54%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hollyport Capital LLP operates as a limited liability partnership and is recognized as a private equity fund and qualified custodian. Established in 2023, the firm focuses on portfolio management for pooled investment vehicles and serves an institutional client base. Hollyport Capital is actively engaged in environmental, social, and governance (ESG) investing, reflecting a commitment to sustainable investment practices. The firm employs a fee structure based on a percentage of assets under management (AUM) and engages in business activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).

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: Private Funds 69%, Cash & Cash Equivalents 30%, Other 2%69%
  • Private Funds69%
  • Cash & Cash Equivalents30%
  • Other2%

Owners & executives

2 of 2
  • John Carter

    John Carter

    CEO & PartnerCRD 6833890

  • Edward Gay

    Edward Gay

    Partner and COOCRD 6833916

Contacts

2 of 2
  • Mei Ying Chan

    Finance PartnerCRD 7820517

  • Steven Nicholls

    Steven Nicholls

    Senior Investment PartnerCRD 6833921

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
4th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth