Gi Partners Uk Limited (London)

Name: Gi Partners Uk Limited
Address: 33 Welbeck Street, London, W1 G 8 Ex
Telephone: 442070341120

Gi Partners Uk Limited is a large advisory firm based in London. It manages $650.6 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Gi Partners Uk Limited 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.

Gi Partners Uk Limited: assets under management

The assets under management (AUM) of Gi Partners Uk Limited is $650.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $650.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.87 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gi Partners Uk Limited 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 Gi Partners Uk Limited serves?

The only and largest group of clients of Gi Partners Uk Limited is pooled investment vehicles with 3 clients and $650.6 million of assets under management. Among the 7 most similar advisory firms, Gi Partners Uk Limited has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $650.6 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Gi Partners Uk Limited also advises several private funds.

Careers at Gi Partners Uk Limited

The company employs 8 people that are either part- or full-time employees. 63 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
Gi Partners Europe Limited	Owner	1 Sep 2005	75% - 100%	98-0693359
Mark Tagliaferri	Shareholder and director	1 Sep 2005	25% - 50%	6028584
Alfred Foglio	Shareholder and director	1 Sep 2005	25% - 50%	6028590
Philip Kaziewicz	Shareholder and director	1 Sep 2005	25% - 50%	6028592
Richard Allen Magnuson	Executive managing director	1 Sep 2005	25% - 50%	2407294
Gi International Llc	Llc	1 Jan 2008	Other	26-1919399
Nic Bernard	Chief compliance officer	1 Feb 2012	Other	6029040
Gi Europe Holdings Limited	Corporation	1 Jul 2013	Other	na
Roy Scott Kelvin	Chief financial officer	1 Aug 2014	Other	1945465

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Allen Magnuson	Member	1 Jan 2008	25% - 50%	2407294
Alfred Foglio	Member	1 Jul 2013	25% - 50%	6028590
Mark Tagliaferri	Member	1 Jul 2013	25% - 50%	6028584
Philip Kaziewicz	Member	1 Jul 2013	25% - 50%	6028592
Hal 123 Limited	Active	1 Jul 2013	75% - 100%	113396

Based in London

The principal office where Gi Partners Uk Limited performs its advisory services is located at 33 Welbeck Street, London, W1 G 8 Ex, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 442070341120 or by fax 442070341156. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at gipartners.com.