Kiltearn Partners LLP (Edinburgh)

Name: Kiltearn Partners LLP
Address: Exchange Place 3, Edinburgh, Eh3 8 Bl
Telephone: 011 44 131 460 1040

Kiltearn Partners LLP is a large advisory firm based in Edinburgh. It manages $10.67 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2011.

Kiltearn 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.

Kiltearn Partners: assets under management

The assets under management (AUM) of Kiltearn Partners LLP is $10.67 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14865% since the beginning of its operation, and $3.28 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $10.67 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.13 billion each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kiltearn Partners 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.

What kind of clients Kiltearn Partners serves?

The firm provides services to charitable organizations, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Kiltearn Partners is pooled investment vehicles with 3 clients and $9.03 billion of assets under management. Among the 12 most similar advisory firms, Kiltearn Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $10.67 billion for 5 clients. 60% of the firm’s clients are foreign persons or businesses.

Kiltearn Partners also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Kiltearn Partners LLP

The company employs 20 people that are either part- or full-time employees. 45 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
Stuart Gunderson	Supervisory group member and covered officer	1 Jan 2011	Other	5963880
Craig Robert Watson	Supervisory group member	1 Jan 2011	Other	5963883
Murdoch Ross Murchison	Supervisory group member and covered officer	1 Jan 2011	Other	4393799
Timothy John Linehan	Supervisory group member	1 Jan 2011	Other	4660128
Kiltearn Limited	Limited partner	1 Jan 2011	75% - 100%	foreign entity
Khaled Mohamed	Investment manager, partner, supervisory group member	1 Mar 2011	Other	5963884
Craig Mccoll Collins	Investment manager, partner, supervisory group member	1 Jun 2011	Other	5963882
Gillian Elspeth Gallacher	Chief compliance officer	1 Aug 2011	Other	5963885
Edward Gerard Clarke	Supervisory group member	1 Oct 2011	Other	2230046
Raymond K Cheung	Supervisory group member	1 Apr 2018	Other	5072825
Douglas George Robert Mcarthur	Chief compliance officer	1 Apr 2019	Other	7093703
Robert Russell Mcginty	Chief financial officer	1 Apr 2019	Other	7096446

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Charles Butt	Chairman, director, shareholder	1 Apr 1995	50% - 75%	1460494
Silchester Partners Limited	Shareholder	1 Jan 2011	25% - 50%	foreign entity
Edward Gerard Clarke	Director, shareholder	1 Jan 2011	Other	2230046

Based in Edinburgh

The principal office where Kiltearn Partners LLP performs its advisory services is located at Exchange Place 3, Edinburgh, Eh3 8 Bl, 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 011 44 131 460 1040 or by fax 011 44 131 202 0661. The normal business hours are 08:30-17:30 on Monday - Friday. You can find more information about the New York firm at kiltearnpartners.com/.