Blakeney LLP (London)


Blakeney LLP is a large advisory firm based in London. It manages $705.71 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012.

Blakeney 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.

Blakeney: assets under management

The assets under management (AUM) of Blakeney LLP is $705.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and $705.71 million of the total AUM is attributable to clients outside of the United States.

The firm manages $705.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $58.81 million each.

Investments

The firm invests in exchange traded securities the most. They account for 80% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 14% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Blakeney 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.

What kind of clients Blakeney serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Blakeney is pooled investment vehicles with 3 clients and $391.9 million of assets under management. Among the 12 most similar advisory firms, Blakeney has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $705.71 million for 12 clients. 100% of the firm’s clients are foreign persons or businesses.

Blakeney also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $30,000,000.

Careers at Blakeney LLP

The company employs 15 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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


Name Entity Date acquired Ownership Employer ID
Miles Quintin Morland Managing member, chairman 1 Apr 2005 Other 340262
Obiora Joseph Ogbunude Managing member 1 Apr 2005 Other 5076151
James Carl Hancocks Managing member 1 Apr 2005 Other 4359169
James Ayton Graham Maw Member 1 Apr 2005 Other 5076146
Blakeney Morland Management Ltd. Corporate member 1 Apr 2005 75% - 100% foreign
Caspar Charles Romer Managing member 1 Sep 2008 Other 6020962
Emma Juana Ingram Managing member, chief compliance officer, chief operating officer 1 Apr 2009 Other 6020960
Emma J Ingram Joint managing member, chief compliance officer 1 Apr 2009 Other 6020960
Karim Jetha Managing member 1 Apr 2014 Other 5011097
Khalifa Adebayo Biobaku Managing member 1 Apr 2014 Other 6349483
Lauren Arabia Burns Chief compliance officer 1 Jun 2018 Other 6978487
John K Mumo Member 1 Apr 2019 Other 5568881

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Miles Quintin Morland Owner 1 Dec 1993 75% - 100% 340262

Based in London

The principal office where Blakeney LLP performs its advisory services is located at 29 Chelsea Wharf, Lots Road, London, Sw10 0 Qj, 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 44-20-7352-4117 or by fax 44-20-7352-6157. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at blakeney.com.