Sanderson Asset Management LLP is a large advisory firm based in London. It manages $9.79 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2013.
Sanderson Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.
The assets under management (AUM) of Sanderson Asset Management LLP is $9.79 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and $387.04 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Sanderson Asset Management 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.
The firm provides services to charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Sanderson Asset Management is pooled investment vehicles with 4 clients and $9.2 billion of assets under management. Among the 9 most similar advisory firms, Sanderson Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $9.79 billion for 7 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 29% of the firm’s clients are foreign persons or businesses.
Sanderson Asset Management also advises several private funds. Namely, three other private funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 23 people that are either part- or full-time employees. 39 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.
The principal office where Sanderson Asset Management LLP performs its advisory services is located at Heathcoat House, 6 Th Floor, London, W1 S 3 Pr, 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 011-44207-468-5970 or by fax 011-44207-468-5979. The normal business hours are 09:00-18:00 on Monday - Friday. You can find more information about the New York firm at sandersonam.com/.