Adg Capital Management LLP (London)

Name: Adg Capital Management LLP
Address: 10 Chiswell Street, London, Ec1 Y 4 Uq
Telephone: 020-7856-1600

Adg Capital Management LLP is a large advisory firm based in London. It manages $3.22 billion of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2018.

Adg Capital Management provides portfolio management for investment companies, 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.

Adg Capital Management: assets under management

The assets under management (AUM) of Adg Capital Management LLP is $3.22 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 244% since the beginning of its operation, and $2.68 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $3.22 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $128.9 million each.

Investments

The firm invests in government bonds the most. They account for 75% of the total AUM. The second-largest asset type is derivatives, which make up 20% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adg Capital Management 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 Adg Capital Management serves?

The firm provides services to investment companies, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Adg Capital Management is corporations or other businesses with 15 clients and $1.94 billion of assets under management. Among the 8 most similar advisory firms, Adg Capital Management has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $3.01 billion for 21 clients. 75% of the firm’s clients are foreign persons or businesses.

Adg Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Adg Capital Management LLP

The company employs 14 people that are either part- or full-time employees. 21 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
Hasan Ahmad Abdat	Designated member	1 Jan 2011	Other	6917357
Adg Corporate Limited	Designated partner	1 Apr 2017	75% - 100%	4004323880
Adam Wiseman	Chief compliance officer, partner	1 Oct 2018	Other	6917807

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Julian Royle Woods	Director	1 Dec 2016	Other	6917808
Dominic Murray Guy	Director	1 Dec 2016	25% - 50%	6917809
Andrew Mark Guy	Director	1 Dec 2016	50% - 75%	4666802

Based in London

The principal office where Adg Capital Management LLP performs its advisory services is located at 10 Chiswell Street, London, Ec1 Y 4 Uq, 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 020-7856-1600. The normal business hours are 8:30am to 6:00pm on Monday - Friday. You can find more information about the New York firm at adgcorporate.com.