PORTMAN SQUARE CAPITAL LLP

RIASEC RegisteredEst. 2022

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 UK-structured limited liability partnership operating as a hedge fund and registered with the SEC in 2022. The firm serves institutional clients and acts as a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles rather than individual retail accounts. Its fee schedule combines an asset-based charge with performance-linked fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

TOBY LINGARD
Partner, COOCRD 7520218
SUTESH SHARMA
Founding Partner & Chief Investment OfficerCRD 7520212

Contacts

3 of 6

YUSAF KHAN
Founding PartnerCRD 7520213
ALISTAIR HEATON-ARMSSTRONG
PartnerCRD 7759032
JULIEN ATTAL
PartnerCRD 5956448

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$19.5M in ETFs

Passive

100%

$19.5M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$15.5M	36,000	79.56%

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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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