Global Thematic Partners, LLC is a large advisory firm based in New York. It manages $3.77 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of New York.
Global Thematic Partners 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 Global Thematic Partners, LLC is $3.77 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and $3.75 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Global Thematic Partners, LLC 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 Global Thematic Partners is pension and profit sharing plans with 7 clients and $2.85 billion of assets under management. Among the 7 most similar advisory firms, Global Thematic Partners has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.27 billion for 8 clients. 82% of the firm’s clients are foreign persons or businesses.
Global Thematic Partners doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 38 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.
Llc. Global Thematic Partners Holdings joined the executive team most recently as the Direct Owner.
The principal office where Global Thematic Partners, LLC performs its advisory services is located at 681 Fifth Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-223-6978 or by fax 212-223-6931. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at gtpartners.com/.