Pearlstone Alternative (UK) LLP

RIASEC RegisteredEst. 2023
Total AUM
$210M
Discretionary
$210M
100% of AUM
Avg account
$105M
Accounts
2
Employees
5
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
  • Pooled Investment Vehicles68.75%
  • Other Investment Advisers31.25%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pearlstone Alternative (UK) LLP is a UK-based limited liability partnership operating as a hedge fund manager and registered with the SEC in 2023. The firm serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It acts in sponsor and GP/manager roles for pooled vehicles and carries out CPO/CTA activities rather than functioning primarily as a capital allocator. The firm charges a combination of a percentage-of-AUM fee and performance-based fees and identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 45%, Other 33%, Cash & Cash Equivalents 15%, Exchange Traded Equities 2%, Derivatives 1%45%
  • Non-Investment Grade Corp Bonds45%
  • Other33%
  • Cash & Cash Equivalents15%
  • Exchange Traded Equities2%
  • Derivatives1%

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

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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

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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