INDEPENDENT FRANCHISE PARTNERS LLP

RIASEC RegisteredEst. 2009

Total AUM

$22.3B

Discretionary

$22.3B

100% of AUM

Avg account

$719M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 150108
Registered since: May 15, 2009
Website: www.franchisepartners.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC., CIBC WORLD MARKETS CORP.
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles69.29%
State / Municipal Government10.86%
Pension & Profit Sharing Plans7.52%
Investment Companies6.39%
Corporations / Businesses2.89%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Independent Franchise Partners LLP is a limited liability partnership that provides portfolio management to institutional clients, including investment companies, pooled vehicles and businesses or institutions. Founded in 2009, the firm charges fees based on a percentage of assets under management and identifies itself as an active ESG investor. Its ownership is listed as a mix of foreign entity and individual ownership, and the adviser operates with a focus on equity-centric strategies while also sponsoring and managing pooled investment vehicles.