Taconic Capital Advisors Uk LLP (London)


Taconic Capital Advisors Uk LLP is a large advisory firm based in London. It manages $8.47 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2007.

Taconic Capital Advisors Uk 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.

Taconic Capital Advisors Uk: assets under management

The assets under management (AUM) of Taconic Capital Advisors Uk LLP is $8.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and $8.04 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $8.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $423.32 million each.
Taconic Capital Advisors Uk has custody of $8.47 billion in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taconic Capital Advisors Uk LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Taconic Capital Advisors Uk serves?

The only and largest group of clients of Taconic Capital Advisors Uk is pooled investment vehicles with 20 clients and $8.47 billion of assets under management. Among the 8 most similar advisory firms, Taconic Capital Advisors Uk has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $8.47 billion for 20 clients. 70% of the firm’s clients are foreign persons or businesses.

Taconic Capital Advisors Uk also advises several private funds.

Careers at Taconic Capital Advisors Uk LLP

The company employs 19 people that are either part- or full-time employees. 53 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.

Christopher Lord Delong has served as the Chief Investment Officer since 1 Jan 2013. Flaurine St Louis joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Robin Rothstein Chief financial officer 1 Feb 2001 Other 5043378
Alyssa Greif Yavner Director of finance 1 Feb 2006 Other 5491669
Taconic Capital Services Uk Ltd. Managing member 1 Jan 2007 Other 98-0374809
Alexander Thomson Member, chief executive officer and chief compliance officer 1 Jan 2007 Other 1242788
Carol Frances Lee General counsel 1 Sep 2007 Other 5488226
Elizabeth Ann Keeley Chief compliance officer 1 Dec 2007 Other 2686110
Alyssa Greif Yavner Chief financial officer 1 Dec 2009 Other 5491669
Kelly Davendar Hampaul Member and chief executive officer 1 Feb 2011 Other 5274924
Elizabeth Ann Keeley General counsel 1 Jan 2013 Other 2686110
Christopher Lord Delong Chief investment officer 1 Jan 2013 Other 2795163
Keith Alexander Magliana Portfolio manager 1 Jan 2013 Other 2955743
James Stephen Thompson Member and chief executive officer 1 Jan 2015 Other 6439888
Elizabeth Ann Keeley Chief operating officer 1 Apr 2017 Other 2686110
Flaurine St Louis Chief compliance officer 1 Jun 2017 Other 5027430

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Kenneth David Brody Member/manager 1 Feb 2001 50% - 75% 31293
Taconic Capital Performance Partners Llc General partner 1 Dec 2006 Other 52-2177274
Frank Peter Brosens Member/manager 1 Jan 2007 75% - 100% 730150
Taconic Capital Advisors L.P. Owner 1 Jan 2007 75% - 100% 137295

Based in London

The principal office where Taconic Capital Advisors Uk LLP performs its advisory services is located at 55 Grosvenor Street, London, W1 K 3 Hy, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 20 7518 2500 or by fax 44 20 7518 2501. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at taconiccap.com.