Independent Franchise Partners LLP (London)

Name: Independent Franchise Partners LLP
Address: Level 1, London, W1 H 6 Az
Telephone: +44 207 495 9070

Independent Franchise Partners LLP is a large advisory firm based in London. It manages $13.51 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2009.

Independent Franchise Partners provides portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and private 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.

Independent Franchise Partners: assets under management

The assets under management (AUM) of Independent Franchise Partners LLP is $13.51 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 26918% since the beginning of its operation, and $57 of the total AUM is attributable to clients outside of the United States.

The firm manages $13.51 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500.33 million each.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Independent Franchise Partners LLP for their services and products based on a percentage of assets under management. 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 Independent Franchise Partners serves?

The firm provides services to investment companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Independent Franchise Partners is pooled investment vehicles with 7 clients and $5.85 billion of assets under management. Among the 9 most similar advisory firms, Independent Franchise Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $10.86 billion for 20 clients. 63% of the firm’s clients are foreign persons or businesses.

Independent Franchise Partners also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons is $3,000,000 for each fund.

Careers at Independent Franchise Partners LLP

The company employs 18 people that are either part- or full-time employees. 50 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hassan Ahmed Elmasry	Partner	1 Mar 2009	Other	1700339
John Thomas Kelly Jones	Partner / chief compliance officer	1 Mar 2009	Other	5659118
Jayson Ian Vowles	Partner	1 Mar 2009	Other	5659121
Michael Dennis Ashton Allison	Partner	1 Mar 2009	Other	4501686
Paras Chunilal Dodhia	Partner	1 Mar 2009	Other	5659123
Independent Franchise Partners Services Lmited	Owner	1 Mar 2009	75% - 100%	foreign
Hassan Elmasry	Partner	1 Mar 2009	Other	1700339
Michael Allison	Partner	1 Mar 2009	Other	4501686
Paras C Dodhia	Partner	1 Mar 2009	Other	5659123
Yode Psc Limited	Owner/partner	1 Feb 2011	25% - 50%	foreign
Woodridings Limited	Owner/partner	1 Feb 2011	Other	foreign
Ngao Limited	Owner/partner	1 Feb 2011	Other	foreign
Samannajosh Limited	Owner/partner	1 Feb 2011	Other	foreign
Independent Franchise Partners Services Lmited	Owner	1 Feb 2011	25% - 50%	foreign
Annasam Limited	Owner/partner	1 Feb 2011	Other	foreign
Rushmere Holdco Limited	Owner/partner	1 Feb 2011	Other	foreign
Karim Riaz Ladha	Partner	1 Apr 2017	Other	6771373
Sandeep Parvin Ghela	Chief compliance officer	1 Dec 2017	Other	6883595
Richard Francis Crosthwaite	Partner	1 Feb 2019	Other	5297066

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Independent Franchise Partners Holdings Limited	Owner	1 Mar 2009	75% - 100%	foreign
Hassan Ahmed Elmasry	Owner	1 Feb 2011	75% - 100%	1700339
John Thomas Kelly Jones	Owner	1 Feb 2011	75% - 100%	5659118
Paras Chunilal Dodhia	Owner	1 Feb 2011	75% - 100%	5659123
Jayson Ian Vowles	Owner	1 Feb 2011	75% - 100%	5659121
Michael Dennis Ashton Allison	Owner	1 Feb 2011	75% - 100%	4501686

Based in London

The principal office where Independent Franchise Partners LLP performs its advisory services is located at Level 1, London, W1 H 6 Az, 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 +44 207 495 9070 or by fax +44 207 486 3382. The normal business hours are 08:30 - 17:30 on Monday - Friday. You can find more information about the New York firm at franchisepartners.com.