Eudaimonia Trust Partners Limited (London)

Eudaimonia Trust Partners Limited is an adviser based in London. It manages $1 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2017.

Eudaimonia Trust Partners Limited provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, security ratings or pricing services, market timing services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eudaimonia Trust Partners Limited: assets under management

The assets under management (AUM) of Eudaimonia Trust Partners Limited is $1 million, all of which is managed in discretionary accounts. $800 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 80% of the total AUM. The second-largest asset type is exchange traded securities, which make up 15% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eudaimonia Trust Partners Limited 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.

What kind of clients Eudaimonia Trust Partners Limited serves?

The only and largest group of clients of Eudaimonia Trust Partners Limited is high net worth individuals with 10 clients and $1 million of assets under management. Among the 1 most similar advisory firms, Eudaimonia Trust Partners Limited has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1 million for 10 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 80% of the firm’s clients are foreign persons or businesses.

Eudaimonia Trust Partners Limited doesn't advise any private funds.

Careers at Eudaimonia Trust Partners Limited

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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
Jo Balfour	Managing director	1 Nov 2017	75% - 100%	6884061

Based in London

The principal office where Eudaimonia Trust Partners Limited performs its advisory services is located at 120 High Road, London, N29 Ed, 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 02074425701 or by fax N/A. The normal business hours are 9:00 - 18:00 on Monday - Friday.