Investment adviser · CRD 132796
EDINBURGH PARTNERS LIMITED
Investment adviser filing (IA)
EDINBURGH, MIDLOTHIAN, United Kingdom · Form ADV filed Feb 15, 2021
- Regulatory AUM
- $4.21B Form ADV · Item 5.F
- Client accounts
- 12 Accounts, not individual clients
- Employees
- 53 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $2,813,101,426 | 66.8% |
| Retirement plans | Fewer than 5 | $593,658,243 | 14.1% |
| Other investment advisers | Fewer than 5 | $500,455,570 | 11.9% |
| Pooled investment vehicles | 6 | $163,475,017 | 3.9% |
| Corporations & businesses | Fewer than 5 | $141,226,559 | 3.4% |
Filing source
Form ADV 1494335 · Feb 15, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 15, 2021. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
27-31 MELVILLE STREETEDINBURGH, MIDLOTHIAN, EH3 7JF, United Kingdom
CRD 132796
Filing source
Form ADV 1494335 · Feb 15, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.