Scott Investment Partners LLP (Henley On Thames)

Scott Investment Partners LLP is an adviser based in Henley On Thames. It manages $362.3 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013.

Scott Investment Partners provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scott Investment Partners: assets under management

The assets under management (AUM) of Scott Investment Partners LLP is $362.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $362.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.77 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 58% of the total AUM. The second-largest asset type is exchange traded securities, which make up 42% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Scott Investment Partners LLP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Scott Investment Partners serves?

The only and largest group of clients of Scott Investment Partners is investment companies with 1 clients and $130 million of assets under management. Among the 10 most similar advisory firms, Scott Investment Partners has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $130 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Scott Investment Partners doesn't advise any private funds.

Careers at Scott Investment Partners LLP

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Walter Grant Scott	Partner and chief compliance officer	1 Oct 2012	50% - 75%	4393423
Marilyn Ruth Harrison	Partner	1 Oct 2012	Other	4393447
Matthew Thomas Scott	Partner	1 Oct 2012	Other	4255160

Based in Henley On Thames

The principal office where Scott Investment Partners LLP performs its advisory services is located at The Old Rectory, 17 Thameside, Henley On Thames, Rg9 1 Bh, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 (0) 1491 412 172 or by fax +44 (0) 1491 412 573. The normal business hours are 830 - 1800 on Monday - Friday.