Trinity Street Asset Management LLP is a large advisory firm based in London. It manages $3.9 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2011.
Trinity Street Asset Management 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 Trinity Street Asset Management LLP is $3.9 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 777% since the beginning of its operation, and $336.59 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Trinity Street Asset Management 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.
The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Trinity Street Asset Management is pension and profit sharing plans with 18 clients and $1.69 billion of assets under management. Among the 7 most similar advisory firms, Trinity Street Asset Management has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.31 billion for 22 clients. 9% of the firm’s clients are foreign persons or businesses.
Trinity Street Asset Management also advises several private funds. Namely, one hedge fund and one other private fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 20 people that are either part- or full-time employees. 30 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.
The principal office where Trinity Street Asset Management LLP performs its advisory services is located at 1 Cavendish Place, London, W1 G0 Qf The mailing address of the firm is 1 Cavendish Place, London, W1 G0 Qf. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 207 4959 110 or by fax +44 207 4930 213. The normal business hours are 9am - 5:30pm on Monday - Friday. You can find more information about the New York firm at trinitystreetam.com.