Lindsell Train Limited

RIASEC RegisteredEst. 2011

Total AUM

$9.3B

Discretionary

$9.3B

100% of AUM

Avg account

$514M

Accounts

Employees

Advisory reps

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 an institutional registered investment adviser that manages equity-focused strategies for institutional clients. The firm is structured as a corporation with ownership that includes a foreign entity and an individual; it has been SEC-registered since 2011. Its advisory business centers on portfolio management for pooled investment vehicles and for businesses or institutional investors. Fees are charged as a percentage of assets under management and may include performance-based components. The firm does not identify as an active ESG investor and is not positioned as a capital allocator or pension consultant.