Kiltearn Partners

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$319M
Accounts
4
Employees
20
Advisory reps
11

Firm details

Headquarters
Edinburgh,
CRD number
158789
Registered since
August 23, 2011
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kiltearn Partners is an institutional RIA organized as a limited liability partnership and registered with the SEC since 2011. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its regulatory and business activity footprint includes roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as portfolio manager for pooled investment vehicles and for businesses or institutional balance sheets. Kiltearn also functions in sponsor/GP and managing-member capacities for pooled vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Murdoch Murchison

    Chairman, Chief Investment Officer and Founding PartnerCRD 4393799

Contacts

3 of 10
  • Raymond Cheung

    DirectorCRD 5072825

  • Craig Watson

    Investment Manager and PartnerCRD 5963883

  • Edward Clarke

    Head of Sales and Client ServiceCRD 2230046

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
22 Charlotte Sq
Office locations

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