New Star Institutional Managers Limited (London)

Name: New Star Institutional Managers Limited
Address: 1 Knightsbridge Green, London, Sw1 X 7 Qa
Telephone: 001-44-203-535-8100

New Star Institutional Managers Limited is a large advisory firm based in London. It manages $1.41 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2003.

New Star Institutional Managers Limited provides 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.

New Star Institutional Managers Limited: assets under management

The assets under management (AUM) of New Star Institutional Managers Limited is $1.41 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.41 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.83 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Star Institutional Managers Limited 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.

Careers at New Star Institutional Managers Limited

Deborah Jane Weekes has been acting as President since 1 Jan 2001. Worldinvest Management Limited joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Charles Brown	Director	1 Jan 1985	Other	4358493
Mark Sydney Beale	Director	1 Mar 1989	Other	4358506
Richard David Lewis	Director	1 Oct 1994	Other	4358502
Christie Barnes Sanders	Director	1 Jul 1998	Other	4358515
New Star Institutional Managers Holdings Limited (Previously Worldinvest Holdings Limited)	Owner	1 Dec 2000	75% - 100%	foreign
Rupert Ruvigny	Director	1 Dec 2000	Other	4358489
Howard Covington	Director	1 Dec 2000	Other	4358482
Rupert Francis Ruvigny	Chief compliance officer	1 Dec 2000	Other	4358489
Howard John Covington	Chief executive officer	1 Dec 2000	Other	4358482
Deborah Jane Weekes	Director	1 Jan 2001	Other	4358486
Anna Elizabeth Kirk	Director	1 Jan 2001	Other	4358484
New Star Institutional Managers Holdings Limited (Previously Worldinvest Holdings Limited)	Owner	1 Nov 2001	75% - 100%	foreign
Michelle Lee Sanders	Director	1 Apr 2002	Other	4927565
Ian James Beattie	Director	1 Apr 2002	Other	4927569
Timothy John Bray	Director	1 Apr 2002	Other	4927570
John Lincoln Duffield	Chairman	1 May 2003	Other	4778067
Previously New Star Asset Management Group Plc New Star Asset Management Group (Holdings) Ltd	Owner	1 Dec 2007	75% - 100%	foreign
David Jacob	Director	1 Apr 2009	Other	4940721
Brian David Rowe	Chief compliance officer	1 May 2009	Other	4742082
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
Worldinvest Management Limited	Shareholder	1 Jul 2022	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
New Star Asset Management Group Limited	Shareholder	1 Dec 2000	75% - 100%	foreign
New Star Asset Management Holdings Ltd (Previously New Star Asset Management Group Ltd)	Owner	1 Nov 2005	75% - 100%	foreign
New Star Asset Management Group Plc	Owner	1 Nov 2005	75% - 100%	foreign
New Star Asset Management Group Plc	Owner	1 Jun 2007	75% - 100%	foreign
New Star Asset Management Group Holdings Ltd (Previously New Star Asset Management Group Ltd)	Owner	1 Jun 2007	75% - 100%	foreign
New Star Asset Management Group Plc	Owner	1 Dec 2007	75% - 100%	foreign
New Star Asset Management Group Holdings Ltd (Previously New Star Asset Management Group Ltd)	Owner	1 Dec 2007	75% - 100%	foreign
Henderson Group Plc	Shareholder	1 Apr 2009	75% - 100%	foreign entity
Henderson Global Group Limited	Shareholder	1 Apr 2009	75% - 100%	foreign
Henderson Holdings Group Limited	Shareholder	1 Apr 2009	75% - 100%	foreign
New Star Institutional Managers Holdings Limited	Shareholder	1 Apr 2009	75% - 100%	foreign
New Star Investment Management Llp	Shareholder	1 Jul 2011	75% - 100%	xxx-xx-xxxx
Clark & Lunn Uk Limited Connor	Shareholder	1 Jul 2011	50% - 75%	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

Based in London

The principal office where New Star Institutional Managers Limited 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 001-44-203-535-8100 or by fax 001-44-203-535-8140. The normal business hours are 9am to 5pm uk time on Monday - Friday. You can find more information about the New York firm at worldinvest.com.