Kiltearn Partners

RIASEC RegisteredEst. 2011
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 a limited liability partnership operating as an institutional registered investment adviser since 2011. The firm serves institutional clients and charges fees as a percentage of assets under management. Its business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles as well as for businesses and institutions. Ownership is listed as a mix of foreign entity and individual. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

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

Owners & executives

1 of 1
  • Murdoch Murchison

    Chairman, Chief Investment Officer and Founding PartnerCRD 4393799

Contacts

3 of 10
  • Douglas Mcarthur

    Head of Legal, Compliance and Corporate GovernanceCRD 7093703

  • Alex Fong

    Alex Fong

    Head of Investment AdministrationCRD 7367443

  • Craig Watson

    Investment Manager and PartnerCRD 5963883

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edinburgh, null

Location

Edinburgh, null

Headquartered in Edinburgh, null.

Address
22 Charlotte Sq
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth