Hollyport Capital LLP

RIASEC Registered
Total AUM
$12.2B
Discretionary
$12.2B
100% of AUM
Avg account
$452M
Accounts
27
Employees
84
Advisory reps
4

Firm details

Headquarters
London,
CRD number
289306
Registered since
October 12, 2023
Custodians
AZTEC FINANCIAL SERVICES
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles95.5%
  • Sovereign Wealth Funds4.5%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hollyport Capital LLP is a limited liability partnership organized as a private equity fund manager that primarily serves institutional investors. The firm is SEC-registered (registered in 2023) and charges clients on a percentage-of-assets-under-management basis. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles as well as for businesses and institutions. Hollyport identifies as an active ESG investor and performs sponsor and general-partner roles for pooled vehicles (sponsor of LPs; GP/managing member responsibilities). Ownership is a mix of a foreign entity and individual owners.

Assets & Accounts

Investments & Alternatives

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 88%, Cash & Cash Equivalents 10%, Other 2%88%
  • Private Funds88%
  • Cash & Cash Equivalents10%
  • 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
  • Steven Nicholls

    Steven Nicholls

    Senior Investment PartnerCRD 6833921

  • Mei Ying Chan

    Finance PartnerCRD 7820517

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth