Ns Partners Ltd (London)


Ns Partners Ltd is a large advisory firm based in London. It manages $1.86 billion of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2012.

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Ns Partners provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and portfolio services for non-us funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ns Partners: assets under management

The assets under management (AUM) of Ns Partners Ltd is $1.86 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and $1.46 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $1.86 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45.41 million each.
Ns Partners has custody of $64.39 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ns Partners Ltd 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 Mark Sydney Beale serves?

The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Mark Sydney Beale is pooled investment vehicles with 2 clients and $70.71 million of assets under management. Among the 7 most similar advisory firms, Ns Partners has the 3rd lowest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $70.71 million for 3 clients. 85% of the firm’s clients are foreign persons or businesses.

Ns Partners also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Ns Partners Ltd

The company employs 11 people that are either part- or full-time employees. 91 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people 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.

Mark Sydney Beale has been acting as President since 1 Mar 1989. Worldinvest Management Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Mark Sydney Beale Director 1 Mar 1989 Other 4358506
Anna Elizabeth Kirk Director 1 Jan 2001 Other 4358484
Ian James Beattie Director 1 Apr 2002 Other 4927569
Timothy John Bray Director 1 Apr 2002 Other 4927570
Worldinvest Management Limited Shareholder 1 Jul 2002 75% - 100% xxx-xx-xxxx
Michael Walter Freund Director 1 Jul 2011 Other 4503829
John Warren Stoddart Director 1 Jul 2011 Other 4347635
Patrick David Robitaille Director 1 Jul 2011 Other 4933415
Bruce Robert Shewfelt Director 1 Jul 2011 Other 5965788
Eric Roman Hasenauer Vice president 1 Sep 2013 Other 4260318
Gary J Simonette Vice president 1 Sep 2013 Other 5376689
Kieran Patrick Brennan Vice president 1 Mar 2015 Other 5842934
Soheil Karkhanechi Director 1 May 2015 Other 4852971
Michael John Walsh Director 1 Oct 2016 Other 6734500
Stephen Edward Reynolds Vice president 1 Jul 2017 Other 4843745
Worldinvest Management Limited Shareholder 1 Jul 2022 75% - 100% xxx-xx-xxxx

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ns Partners Uk Llp Shareholder 1 Jul 2011 75% - 100% xxx-xx-xxxx
Clark & Lunn Uk Limited Connor Shareholder 1 Jul 2011 25% - 50% xxx-xx-xxxx
New Star Investment Management Llp Shareholder 1 Jul 2011 75% - 100% xxx-xx-xxxx
Clark & Lunn Financial Group Connor Shareholder 1 Jul 2011 25% - 50% xxx-xx-xxxx
Clark & Lunn Financial Group Ltd. Connor Shareholder 1 Jul 2011 25% - 50% xxx-xx-xxxx
Clark & Lunn Financial Group Ltd. Connor Shareholder 1 Jan 2013 75% - 100% xxx-xx-xxxx
Clark & Lunn Financial Group Lp Connor Shareholder 1 Jan 2014 75% - 100% xxx-xx-xxxx
Clark & Lunn Uk Holdings Ltd Connor Shareholder 1 Jan 2014 75% - 100% xxx-xx-xxxx
Clark & Lunn Financial Group Ltd. Connor Partner 1 Jan 2015 75% - 100% xxx-xx-xxxx
Clark & Lunn Financial Group Investment Partnership Connor Partner 1 Jan 2015 75% - 100% xxx-xx-xxxx

Based in London

The principal office where Ns Partners Ltd performs its advisory services is located at 1 Knightsbridge Green, London, Sw1 X 7 Qa, 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 +44-203-535-8100 or by fax +44-203-535-8140. The normal business hours are 9am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at ns-partners.co.uk.