S.W. MITCHELL CAPITAL LLP

RIASEC RegisteredEst. 2012

Total AUM

$3.1B

Discretionary

$2.6B

84% of AUM

Avg account

$313M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LONDON,
CRD number: 163494
Registered since: October 12, 2012
Website: swmitchellcapital.com
Custodians: J.P. MORGAN SECURITIES INC., ROYAL BANK OF CANADA (CHANNEL ISLANDS) LIMITED
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles98.75%
Corporations / Businesses0.68%
Charitable Organizations0.57%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

S.W. Mitchell Capital LLP is a limited liability partnership that has been SEC-registered since 2012 and focuses on institutional clients. The firm operates as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its compensation mix includes both a percentage-of-assets fee and performance-based fees, which aligns with its role managing pooled strategies. The firm is owned by an individual, is not characterized as a capital allocator, and does not position itself as an ESG investor or a multi-state adviser.