Alquity Investment Management Ltd. (London)

Alquity Investment 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.

Alquity Investment Management: assets under management

The assets under management (AUM) of Alquity Investment Management Ltd. is $457 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 425% since the beginning of its operation, and $350 million of the total AUM is attributable to clients outside of the United States.

The firm manages $457 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $57.13 million each.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alquity Investment Management Ltd. 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.

What kind of clients Alquity Investment Management serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Alquity Investment Management is pooled investment vehicles with 7 clients and $352 million of assets under management. Among the 9 most similar advisory firms, Alquity Investment Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $457 million for 8 clients. 75% of the firm’s clients are foreign persons or businesses.

Alquity Investment Management doesn't advise any private funds.

Careers at Alquity Investment Management Ltd.

The company employs 18 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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.

Robert Edward Bradshaw Crombie joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in London

The principal office where Alquity Investment Management Ltd. performs its advisory services is located at 9 Kingsway, London, Wc2 B 6 Xf, 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(0) 207 5577 7850. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at alquity.com/ and its LinkedIn profile.

Registered investment advisers similar to Alquity Investment Management Ltd.

• Quantlab Capital Management
• Pettyjohn, Wood & White
• Sicart Associates
• Gramercy Investment Advisors
• Beard Miller Financial Advisors
• Waypoint Wealth Partners
• Gitterman Wealth Management
• Commonwealth Strategic Advisory
• Tal Global Advisers
• M&R Capital Management
• Lighthouse Capital Management
• The Capital Management Corporation
• Heller Wealth Advisors
• Greylin Investment Management
• Laurel Wealth Advisors