Lindsell Train Limited

RIASEC RegisteredEst. 2011

Total AUM

$9.3B

Discretionary

$9.3B

100% of AUM

Avg account

$514M

Accounts

18

Employees

30

Advisory reps

10

Firm details

Headquarters: London,
CRD number: 158323
Registered since: August 1, 2011
Website: www.lindselltrain.com
Custodians: CUSTODY AND ASSET SERVICING
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles93.72%
Pension & Profit Sharing Plans6.28%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lindsell Train Limited is a UK-origin corporation that operates as an institutional-focused investment adviser. The firm has been SEC-registered since 2011 and provides portfolio management for pooled investment vehicles and for businesses or institutional clients. Its client base is primarily institutional, and it charges a mix of percentage‑of‑assets and performance‑based fees. Public disclosures indicate the firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

Mathew Mcneill
Chief Risk & Compliance OfficerCRD 7423820
Jocelyn Saunders
Director & Chief Operating OfficerCRD 6038575

Contacts

3 of 8

Nicholas Train
Founder & Portfolio ManagerCRD 5942063
James Bullock
Director, Portfolio ManagerCRD 7993184
Jessica Cameron
Head of MarketingCRD 7993183

Unlock 5 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address: 66
Office locations

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