Goodhart Partners LLP (London)

Name: Goodhart Partners LLP
Address: Queensland House, London, Wc2 R 0 Lt
Telephone: +44 (0)20 7379 3000

Goodhart Partners LLP is a large advisory firm based in London. It manages $1.04 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2015.

Goodhart Partners provides 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.

Goodhart Partners: assets under management

The assets under management (AUM) of Goodhart Partners LLP is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 128% since the beginning of its operation, and $584.93 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $148.2 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goodhart Partners 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 Goodhart Partners serves?

The only and largest group of clients of Goodhart Partners is pooled investment vehicles with 4 clients and $663.03 million of assets under management. Among the 12 most similar advisory firms, Goodhart Partners has the 6th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $663.03 million for 4 clients. 71% of the firm’s clients are foreign persons or businesses.

Goodhart Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Goodhart Partners LLP

The company employs 7 people that are either part- or full-time employees. 14 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 receive compensation from other entities for client referrals.

Liljeborg Aps (Dk) joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Stuart Read Taylor	Partner/chief operating officer/chief compliance officer	1 Jan 2009	25% - 50%	5062708
Alan Bartlett	Partner/chief executive officer	1 Jan 2009	25% - 50%	6566101
Northern Lights Capital Partners (Uk) Limited	Partner	1 Apr 2009	Other	foreign entity
Nairn Capital Ltd.	Partner	1 Mar 2014	25% - 50%	foreign entity
North East Family Office Holdings Aps	Member	1 Jan 2018	Other	foreign
Justin John Mckie	Partner	1 Feb 2018	Other	6978076

Indirect Owners

The SEC currently registers 20 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Laird Norton Company	Member	1 Sep 2006	50% - 75%	91-2027437
Inc. White Pine	Member	1 Dec 2007	25% - 50%	26-1630532
Laird Norton Company	Shareholder	1 Dec 2007	75% - 100%	91-2027437
Llc Lnc Investment Co.	Member	1 May 2010	25% - 50%	20-5433626
Winnie Liljeborg	Shareholder	1 May 2013	25% - 50%	6978082
Alasdair Gordon Mackenzie Nairn	Shareholder	1 Dec 2013	75% - 100%	4857539
Aurora Trust	Shareholder	1 Nov 2014	75% - 100%	foreign entity
Aurora Investment Management Pty Limited	Trustee of aurora trust	1 Nov 2014	Other	foreign entity
Llc Northern Lights Midco	Shareholder	1 Nov 2014	75% - 100%	47-1407415
Llc Northern Lights Capital Partners	Unitholder	1 Nov 2014	25% - 50%	20-5650492
Treasury Group Limited	Unitholder	1 Nov 2014	50% - 75%	foreign entity
Christian Algot Enevoldsen	Shareholder	1 Mar 2015	25% - 50%	6978086
Per Algot Enevoldsen	Shareholder	1 Mar 2015	50% - 75%	6978571
Algot Invest 2 Aps	Shareholder	1 Apr 2015	50% - 75%	foreign
Algot Invest Aps	Shareholder	1 Dec 2016	75% - 100%	foreign
Pacific Current Group	Unitholder	1 Apr 2017	75% - 100%	foreign entity
Pae Investment Pte. Ltd (Sin)	Shareholder	1 May 2018	75% - 100%	foreign
Cae Holding Singapore Pte. Ltd. (Sin)	Shareholder	1 May 2018	75% - 100%	foreign
Liljeborg Aps (Dk)	Shareholder	1 Jun 2018	25% - 50%	foreign
Pae Holding Denmark Aps (Dk)	Shareholder	1 Jun 2018	25% - 50%	foreign

Based in London

The principal office where Goodhart Partners LLP performs its advisory services is located at Queensland House, London, Wc2 R 0 Lt, 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 (0)20 7379 3000 or by fax +44 (0)20 7520 9548. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at goodhartpartners.com.