Hosking Partners LLP (London)

Hosking Partners provides portfolio management for investment companies, 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.

Hosking Partners: assets under management

The assets under management (AUM) of Hosking Partners LLP is $7.73 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1658% since the beginning of its operation, and $6.79 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $7.73 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $429.71 million each.

Hosking Partners has custody of $341.91 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

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

The firm provides services to investment companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Hosking Partners is pension and profit sharing plans with 8 clients and $3.97 billion of assets under management. Among the 10 most similar advisory firms, Hosking Partners has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $7.66 billion for 17 clients. 72% of the firm’s clients are foreign persons or businesses.

Hosking Partners also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $25,000,000 for each fund.

Careers at Hosking Partners LLP

The company employs 24 people that are either part- or full-time employees. 21 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

Based in London

The principal office where Hosking Partners LLP performs its advisory services is located at 2 St James's Market, London, Sw1 Y 4 Ah, 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 20 7004 7850. The normal business hours are 9:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at hoskingandco.com/.

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