Egerton Capital Limited Partnership (London)

Egerton Capital Limited Partnership is a large advisory firm based in London. It manages $10.74 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2011.

Egerton Capital Limited Partnership provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Egerton Capital Limited Partnership: assets under management

The assets under management (AUM) of Egerton Capital Limited Partnership is $10.74 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 134% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.74 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.79 billion each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Egerton Capital Limited Partnership for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Egerton Capital Limited Partnership

John Christopher Armitage has served as the Chief Investment Officer since 1 Oct 1995 and Jeffrey James Blumberg is the Chief Executive Officer of Egerton Capital Limited Partnership family office. Egerton Capital Limited joined the executive team most recently as the Corporate Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Egerton Capital Limited	General partner	1 Oct 1995	Other	foreign entity
William Guest Bollinger	Partner	1 Oct 1995	Other	721123
John Christopher Armitage	Partner/chief investment officer	1 Oct 1995	Other	5887016
Marcello Sallusti	Partner/deputy chief investment officer	1 Apr 2000	Other	5887064
Frank Lynn Hohmann	Director of egerton capital international limited, relying adviser	1 Apr 2001	Other	248197
Curtis Gerhardt Solsvig	Director of egerton capital international limited, relying adviser	1 Apr 2001	Other	430455
John Christopher Armitage	Shareholder of egerton capital international limited, relying adviser	1 Apr 2001	50% - 75%	5887016
William Guest Bollinger	Shareholder of egerton capital international limited, relying adviser	1 Apr 2001	50% - 75%	721123
Jurgen Anton Huck	Partner	1 Apr 2003	Other	2270452
Raphael Kanza	Partner/senior adviser	1 Apr 2005	Other	5887017
Sobhna Jitendra Dayha	Partner/finance officer	1 Apr 2007	Other	5889613
Paul Tucker	Partner	1 Apr 2008	Other	2815428
Pauline Judith Casimir Mrowczynska	Chief compliance officer	1 Feb 2010	Other	5887019
Mark Harley Standish	Partner/chief operating officer	1 Apr 2010	Other	5887058
Jeffrey James Blumberg	Partner/chief executive officer	1 Aug 2010	Other	3104093
Raphael Kanza	Partner/chairman of ecl	1 Jan 2011	Other	5887017
James Lawrence Alexandre	Director of egerton capital international limited, relying adviser	1 Mar 2011	Other	1200862
Mark Harley Standish	Partner/chief operating officer/chief financial officer	1 Oct 2011	Other	5887058
Egerton Capital Limited	Corporate member	1 Jul 2013	75% - 100%	foreign entity
William Guest Bollinger	Member	1 Jul 2013	Other	721123
Paul Tucker	Member	1 Jul 2013	Other	2815428
Jurgen Anton Huck	Member	1 Jul 2013	Other	2270452
John Christopher Armitage	Member/chief investment officer	1 Jul 2013	Other	5887016
Marcello Sallusti	Member	1 Jul 2013	Other	5887064

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Christopher Armitage	Shareholder	1 Mar 1994	50% - 75%	5887016
William Guest Bollinger	Shareholder	1 Mar 1994	50% - 75%	721123

Based in London

The principal office where Egerton Capital Limited Partnership performs its advisory services is located at Stratton House, London, W1 J 8 La, 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 44-0-20-7410-9090 or by fax 44-0-20-7410-9091. The normal business hours are 8.30 - 17.30 on Monday - Friday.