Pearlstone Alternative (UK) LLP

RIASEC RegisteredEst. 2023
Total AUM
$178M
Discretionary
$178M
100% of AUM
Avg account
$89.2M
Accounts
2
Employees
6
Advisory reps
4

Firm details

Headquarters
London,
CRD number
324441
Registered since
January 13, 2023
Custodians
GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other Investment Advisers54.14%
  • Pooled Investment Vehicles45.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pearlstone Alternative (UK) LLP operates as a limited liability partnership and is classified as a hedge fund. The firm is focused on institutional clients and engages in portfolio management for pooled investment vehicles as well as for businesses or institutions. Founded in 2023, Pearlstone Alternative is a foreign entity that emphasizes active ESG investing. The firm employs a fee structure that includes a percentage of assets under management (AUM) along with performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Derivatives 40%, Non-Investment Grade Corp Bonds 31%, Other 28%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%40%
  • Derivatives40%
  • Non-Investment Grade Corp Bonds31%
  • Other28%
  • Exchange Traded Equities1%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Ivelina Green

    Ivelina Green

    GENERAL PARTNER, CIOCRD 7671751

  • Sarah Higgins

    Sarah Higgins

    COO and PartnerCRD 7785664

Contacts

2 of 2

  • Richard Lewis

    PartnerCRD 7671766

  • Miles Tadman

    Miles Tadman

    PartnerCRD 7671760

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
17c Curzon St 7th Floor
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth