Lindsell Train Limited is a large advisory firm based in London. It manages $26.33 billion of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2011.
Lindsell Train Limited 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.
The assets under management (AUM) of Lindsell Train Limited is $26.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1059% since the beginning of its operation, and $25.21 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lindsell Train 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.
The only and largest group of clients of Michael Cheong Young Lim is pooled investment vehicles with 15 clients and $24.83 billion of assets under management. Among the 11 most similar advisory firms, Lindsell Train Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $24.83 billion for 15 clients. 83% of the firm’s clients are foreign persons or businesses.
Lindsell Train Limited 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.
The company employs 19 people that are either part- or full-time employees. 26 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.
Michael Cheong Young Lim has been acting as President since 1 Jan 2001. James Michael Alexandroff joined the executive team most recently as the Non Executive Director.
The principal office where Lindsell Train Limited performs its advisory services is located at 66, London, Sw1 E 6 Au, 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 4420 7808 1210 or by fax 44 20 7808 1229. The normal business hours are 9 am to 5.30 pm on Monday - Friday. You can find more information about the New York firm at lindselltrain.com.