Cairn Loan Investments LLP (London)


Cairn Loan Investments LLP is an adviser based in London. It manages $3.21 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016.

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Cairn Loan Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cairn Loan Investments: assets under management

The assets under management (AUM) of Cairn Loan Investments LLP is $3.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 155% since the beginning of its operation, and $3.21 billion of the total AUM is attributable to clients outside of the United States.


The firm manages $3.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cairn Loan Investments 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 Cairn Loan Investments serves?

The only and largest group of clients of Cairn Loan Investments is pooled investment vehicles with 8 clients and $3.21 billion of assets under management. Among the 11 most similar advisory firms, Cairn Loan Investments has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $3.21 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.

Cairn Loan Investments also advises several private funds. Namely, eight securitized asset funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.

Careers at Cairn Loan Investments LLP

The company employs 3 people that are either part- or full-time employees. 100 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
Robert Pierce Jones Member of partnership board 1 Oct 2014 Other 5079234
Kneiff Tower S.á R.L. Gold Coast Compartment Member 1 Nov 2014 50% - 75% foreign
John Stewart Walker Member of partnership board 1 Nov 2014 Other 6715327
Clive Richard Peggram Member of partnership board 1 Nov 2014 Other 2789444
James Titheradge Starky Chief legal officer 1 Dec 2014 Other 5079235
Chris Bentley Chief operations officer 1 Dec 2014 Other 2184059
Christopher Robert Bentley Chief operations officer 1 Dec 2014 Other 2184059
Mediobanca S.P.A. Member 1 Dec 2015 Other foreign
Llc Yuhaviatam Member 1 Mar 2016 25% - 50% 27-2150701
Samantha Leigh Bartlett Chief financial officer 1 Oct 2016 Other 6712958

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
San Manuel Band Of Mission Indians Sole shareholder 1 Mar 2010 75% - 100% 33-0526268
San Bernardino County Employees' Retirement Association Sole shareholder 1 Jan 2011 75% - 100% 95-6193238
Gold Coast Global Limited Sole shareholder 1 Feb 2011 75% - 100% foreign

Based in London

The principal office where Cairn Loan Investments LLP performs its advisory services is located at 27 Knightsbridge, London, Sw1 X 7 Ly, 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 +44 207 259 4800 or by fax +44 207 259 4899. The normal business hours are 7am-7pm on Monday - Friday. You can find more information about the New York firm at cairncapital.com/cairn-loan-investments-llp/.