Independent Franchise Partners LLP

RIASEC RegisteredEst. 2009

Total AUM

$23.8B

Discretionary

$23.8B

100% of AUM

Avg account

$681M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 150108
Registered since: May 15, 2009
Website: www.franchisepartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles68.42%
State / Municipal Government11.36%
Investment Companies6.42%
Pension & Profit Sharing Plans5.37%
Charitable Organizations4.38%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Independent Franchise Partners LLP operates as an institutional registered investment adviser organized as a limited liability partnership and registered with the SEC since 2009. The firm serves primarily institutional clients and charges fees based on a percentage of assets under management. Its advisory activities include portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. The firm indicates it is an active ESG investor and also functions in sponsor and GP roles for pooled vehicles, rather than acting as a traditional capital allocator.