Sturgeon Ventures LLP
Firm details
- Headquarters
- London,
- CRD number
- 167026
- Registered since
- April 10, 2013
- Website
- www.sturgeonventures.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles81.6%
- Other18.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Sturgeon Ventures LLP is an independent registered investment adviser organized as a limited liability partnership and operating since 2013. The firm positions itself as a capital allocator serving a primarily institutional client base while also providing portfolio management for individuals, small businesses, and pooled investment vehicles. Services include selecting third‑party advisers and publishing investment research. Regulatory filings list CPO/CTA activity, indicating involvement with commodity pools or commodity trading advisory services. Fee arrangements are flexible and include AUM‑based fees, hourly and fixed fees, and performance‑based compensation. Sturgeon does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds76%
- Public Funds/Mutual Funds15%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Sarah Whitehead
Partner, Head of Legal - Fund ServicesCRD 6981773
Andrew Haggard
PartnerCRD 6981779
Seonaid Mackenzie
PartnerCRD 1564421
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$6.3M in ETFs
100%
$6.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.5M | 8,216 | 55.90% |
Location
London, null
Location
London, null
Headquartered in London, null.
- Address
- Unit D Heathmans House
- Office locations
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