Sl Capital Partners LLP (Edinburgh)

Name: Sl Capital Partners LLP
Address: 1 George Street, Edinburgh, Eh2 2 Ll
Telephone: 011 44 131 245 0055

Sl Capital Partners LLP is a large advisory firm based in Edinburgh. It manages $7.02 billion of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Massachusetts.

Sl Capital Partners provides 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.

Sl Capital Partners: assets under management

The assets under management (AUM) of Sl Capital Partners LLP is $7.02 billion. The firm's AUM has grown by 12% since the beginning of its operation, and $6.85 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.58 billion in discretionary accounts and $1.44 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.99 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $130.95 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sl Capital Partners LLP 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 Sl Capital Partners serves?

The only and largest group of clients of Sl Capital Partners is pooled investment vehicles with 42 clients and $7.02 billion of assets under management. Among the 11 most similar advisory firms, Sl Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $7.02 billion for 42 clients. 90% of the firm’s clients are foreign persons or businesses.

Sl Capital Partners also advises several private funds. Namely, fifteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $3,000,000.

Careers at Sl Capital Partners LLP

The company employs 52 people that are either part- or full-time employees. 40 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
Standard Life Investments (Private Equity) Limited	60% member	1 Jun 2007	50% - 75%	111329
Standard Life Investments (Private Capital) Limited	60% member	1 Jun 2007	50% - 75%	foreign entity
William Regnar Littleboy	Management board member	1 Oct 2007	Other	4362441
Norman Keith Skeoch	Management board member	1 Oct 2007	Other	4490467
Peter Archibald Mckellar	Chief investment officer, management board member and partner	1 Oct 2007	Other	4392487
Stewart Hay	Management board member and partner	1 Oct 2007	Other	5300550
David Currie	Management board member and partner	1 Oct 2007	Other	4391623
Michael Everett	Chief compliance officer	1 Oct 2007	Other	4490476
Peter A Mckellar	Management board member and partner	1 Oct 2007	Other	4392487
Graham Douglas Paterson	Chief operating officer, partner, director	1 May 2009	Other	5671442
Ian Harris	Chief operating officer	1 Jun 2010	Other	5906214
David Currie	Owner - retired partner (no executive responsibilities)	1 Sep 2012	Other	4391623
Craig James Williamson	Management board member and partner	1 Oct 2012	Other	6126467
Eric Paul Rose	Chief compliance officer	1 Feb 2013	Other	5964276
Roger Jonathan Pim	Managing partner	1 Apr 2013	Other	6313596
Ian Harris	Chief operating officer and partner	1 Jan 2014	Other	5906214
Roderick Louis Paris	Management board member	1 Sep 2015	Other	6376284
Sean Andrew Fitzgerald	Management board member	1 Oct 2016	Other	6777295
Robert John Mckillop	Managing member	1 Mar 2017	Other	6889749
Kristen Marie Cammarata	Chief compliance officer	1 Apr 2019	Other	5712807

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Standard Life Investments Limited	100% equity owner	1 Mar 1998	75% - 100%	foreign entity
Standard Life Investments (Holdings) Limited	100% equity owner	1 May 2006	75% - 100%	foreign entity
Standard Life Plc	100% equity owner	1 May 2006	75% - 100%	foreign entity
Standard Life Aberdeen Plc	100% equity owner	1 Aug 2017	75% - 100%	foreign entity

Based in Edinburgh

The principal office where Sl Capital Partners LLP performs its advisory services is located at 1 George Street, Edinburgh, Eh2 2 Ll The mailing address of the firm is 6 St Andrew Square, Edinburgh, Eh4 2 Ah. An additional office of the firm is in Boston, MA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011 44 131 245 0055 or by fax 011 44 131 245 6105. The normal business hours are 08:00 - 6:00 on Monday - Friday. You can find more information about the New York firm at slcapital.com.