Pavilion Alternatives Group Limited (London)


Pavilion Alternatives Group Limited is a large advisory firm based in London. It manages $5.78 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2016.

Pavilion Alternatives Group Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and consulting services to 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.

Pavilion Alternatives Group Limited: assets under management

The assets under management (AUM) of Pavilion Alternatives Group Limited is $5.78 billion. The firm's AUM has gone down by -80% since the beginning of its operation, and $5.25 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.17 billion in discretionary accounts and $4.61 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.77 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.54 billion.
Pavilion Alternatives Group Limited has custody of $516.63 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pavilion Alternatives Group Limited for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Pavilion Alternatives Group Limited serves?

The only and largest group of clients of Pavilion Alternatives Group Limited is pooled investment vehicles with 3 clients and $189.56 million of assets under management. Among the 5 most similar advisory firms, Pavilion Alternatives Group Limited has the lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $189.56 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Pavilion Alternatives Group Limited also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Pavilion Alternatives Group Limited

The company employs 18 people that are either part- or full-time employees. 28 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 compensates 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
Jennifer Mary Fenton Chief compliance officer, chief operating & risk officer 1 Mar 1998 Other 4393720
Altius Holdings Limited Parent 1 Dec 1999 75% - 100% foreign
Pavilion Financial Corporation Holdings Uk Limited Parent 1 Dec 1999 75% - 100% foreign
Philip Bradford Young Managing director 1 Apr 2004 Other 4875073
Iii Donn Knowlton Cox President & managing director 1 Aug 2016 Other 5762347
Jonathan Andrew Kliewer Chief financial officer 1 Aug 2016 Other 6491227
Christopherus Anton Viktor Bigger Manager 1 Dec 2018 Other 7053246
Andrew James Kirton Global cio 1 Dec 2018 Other 7053256
William Andrew Muysken Actuary 1 Dec 2018 Other 7053257

Indirect Owners

The SEC currently registers 11 indirect owners.

Name Entity Date acquired Ownership Employer ID
Martin Sidney Weinberg Shareholder 1 Aug 2016 25% - 50% 4378574
Pavilion Financial Corporation Shareholder 1 Aug 2016 75% - 100% foreign
Mmc International Holdings Llc Member 1 Nov 2018 75% - 100% 46-3994248
Inc Marsh International Holdings Ii Shareholder 1 Nov 2018 75% - 100% 13-4046961
Inc. Mercer Holdings Shareholder 1 Nov 2018 25% - 50% 13-3737702
Mercer Llc Member 1 Nov 2018 75% - 100% 13-4001405
Inc Mercer Consulting Group Shareholder 1 Nov 2018 75% - 100% 13-3637227
Inc Marsh International Holdings Shareholder 1 Nov 2018 50% - 75% 13-4046960
Inc Marsh Usa Shareholder 1 Nov 2018 75% - 100% 36-1436000
Marsh Llc Shareholder 1 Nov 2018 75% - 100% 13-4046956
Inc Marsh & Mclennan Companies Member 1 Nov 2018 75% - 100% 36-2668272

Based in London

The principal office where Pavilion Alternatives Group Limited performs its advisory services is located at 20 Grosvenor Place, London, Sw1 X 7 Hn, 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 00 44 207 838 7640. The normal business hours are 9:00 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at pavilioncorp.com.