Edinburgh Partners Limited is a large advisory firm based in Edinburgh, Midlothian. It manages $8.87 billion of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2004.
Edinburgh Partners Limited 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.
The assets under management (AUM) of Edinburgh Partners Limited is $8.87 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 11725% since the beginning of its operation, and $2.67 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Edinburgh Partners Limited for their services and products based on a percentage of assets under management, fixed fees, 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 investment companies, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Jeremy George Young is investment companies with 2 clients and $5.63 billion of assets under management. Among the 10 most similar advisory firms, Edinburgh Partners Limited has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $7.53 billion for 15 clients. 83% of the firm’s clients are foreign persons or businesses.
Edinburgh Partners Limited doesn't advise any private funds.
The company employs 58 people that are either part- or full-time employees. 24 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.
Jeremy George Young has been acting as President since 1 Apr 2018. Elizabeth Ballantine joined the executive team most recently as the Chief Compliance Officer.
The principal office where Edinburgh Partners Limited performs its advisory services is located at 27 31 Melville Street, Edinburgh, Midlothian, Eh3 7 Jf, 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 44-131-270-3800 or by fax 44-131-270-3801. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at edinburghpartners.com.