Portman Square Capital LLP

RIASEC Registered

Total AUM

$4.6B

Discretionary

$4.6B

100% of AUM

Avg account

$1.1B

Accounts

4

Employees

27

Advisory reps

8

Firm details

Headquarters: London,
CRD number: 319011
Registered since: October 6, 2022
Website: www.portmansquarecapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Portman Square Capital LLP is a limited liability partnership operating as a hedge fund manager that provides portfolio management for pooled investment vehicles and conducts CPO/CTA activities. The firm serves institutional clients and charges a combination of a percentage-of-AUM fee and performance-based fees. Portman Square is SEC registered (registered in 2022). The firm reports an individual owner structure and indicates it does not position itself as an active ESG investor or as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Sutesh Sharma
Founding Partner & Chief Investment OfficerCRD 7520212
Toby Lingard
Partner, COOCRD 7520218

Contacts

3 of 6

Yusaf Khan
Founding PartnerCRD 7520213
Petros Toseland
General CounselCRD 7724988
Alistair Heaton-armsstrong
PartnerCRD 7759032

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 7

Active vs passive

$23.1M in ETFs

Passive

100%

$23.1M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 20+ YEAR TREASURY BOND ETF (TLT)	BlackRock	Passive	Long Government	$7M	90,000	30.36%

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Primary office

London, null

Location

London, null

Headquartered in London, null.

Address: 10 Portman Sq
Office locations

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