Polunin Capital Partners Limited

RIASEC Registered
Total AUM
$8B
Discretionary
$8B
100% of AUM
Avg account
$724M
Accounts
11
Employees
17
Advisory reps
5

Firm details

Headquarters
London,
CRD number
159031
Registered since
October 12, 2011
Custodians
STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles58.55%
  • Investment Companies24.32%
  • Sovereign Wealth Funds16.07%
  • Pension & Profit Sharing Plans1.06%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Polunin Capital Partners Limited is structured as a hedge fund and operates under ownership that includes a foreign entity and an individual. The firm is registered with the SEC (registered in 2011) and serves an institutional client base. It charges a mix of asset-based fees and performance fees and carries out CPO/CTA activities while acting as portfolio manager for investment companies, pooled investment vehicles and institutional or business clients. The firm is not an active ESG investor and does not operate as a multi-state or newly formed adviser. Its industry roles include acting as an investment adviser and sponsor, and serving as GP/managing member for pooled investment vehicles.

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Paul Parsons

    Director & Chief Compliance OfficerCRD 5977619

  • Douglas Polunin

    Douglas Polunin

    CEOCRD 5979021

Contacts

3 of 3
  • Aditya Mehta

    DirectorCRD 5979024

  • Julian Garel-jones

    Founder & DirectorCRD 5979023

  • Alexandra Silver

    Alexandra Silver

    DirectorCRD 7712785

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$4.4M in ETFs

Passive

100%

$4.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ABRDN PLATINUM ETF TRUST (PPLT)Aberdeen InvestmentsPassiveCommodities Focused$3.6M243,37082.88%

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
10 Cavalry Sq
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth