Portland Hill Asset Management Limited (London)
Portland Hill Asset Management Limited is a large advisory firm based in London. It manages $660.97 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2017.
Portland Hill Asset Management Limited 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.
Portland Hill Asset Management Limited: assets under management
The assets under management (AUM) of Portland Hill Asset Management Limited is $660.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -18% since the beginning of its operation, and $528.78 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Portland Hill Asset Management 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 Portland Hill Asset Management Limited serves?
The only and largest group of clients of Portland Hill Asset Management Limited is pooled investment vehicles with 14 clients and $660.97 million of assets under management. Among the 10 most similar advisory firms, Portland Hill Asset Management Limited has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $660.97 million for 14 clients. 80% of the firm’s clients are foreign persons or businesses.
Portland Hill Asset Management Limited also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
Careers at Portland Hill Asset Management Limited
The company employs 31 people that are either part- or full-time employees. 26 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
Indirect Owners
The SEC currently registers 4 indirect owners.Based in London
The principal office where Portland Hill Asset Management Limited performs its advisory services is located at 21 Knightsbridge, London, Sw1 X 7 Ly, 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 44 203 890 9288. The normal business hours are 08:00 - 18:00 on Monday - Friday. You can find more information about the New York firm at portlandhill.com.
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