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CRD 160365
LONDON
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-26 (filing); first seen by DFX 2026-09-15.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FUNDSMITH EQUITY FUND, LP | Other Private Fund | $950M | Oct 30, 2024 | 308 | Feb 28, 2012 | reported | 021-159399 |
| FUNDSMITH SUSTAINABLE EQUITY FUND, L.P. | Other Private Fund | $272M | Oct 30, 2024 | 75 | Jun 26, 2019 | reported | 021-328568 |
| SMITHSON, L.P. | Other Private Fund | $26.3M | Oct 30, 2024 | 43 | Jun 29, 2020 | reported | 021-361738 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EIGHTH WONDER | Shareholder | E | yes | 07/2020 | Oct 8, 2021 | Oct 30, 2024 |
| EIGHTH WONDER | Shareholder | C | yes | 07/2020 | Oct 8, 2021 | Oct 30, 2024 |
| EIGHTH WONDER LIMITED | Shareholder | E | yes | 09/2017 | Jun 28, 2021 | Oct 30, 2024 |
| INTERNATIONAL VALUE INVESTMENTS LIMITED | Partner | D | yes | 04/2010 | Jan 17, 2014 | Oct 30, 2024 |
| LAURENCE, MARK, AUBREY SEYMOUR | PARTNER AND CHIEF OPERATING OFFICER | A | yes | 04/2010 | Jan 17, 2014 | Oct 30, 2024 |
| Mainwaring, Paul, Richard | CHIEF FINANCIAL OFFICER AND PARTNER | Na | yes | 01/2021 | Jun 28, 2021 | Oct 30, 2024 |
| PARKER, ROBERT, VERNON | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2021 | Oct 8, 2021 | Oct 30, 2024 |
| ROBINS, JULIAN, JOHN | Shareholder | E | yes | 04/2014 | Jan 17, 2014 | Oct 30, 2024 |
| SMITH, TERENCE, CHARLES | PARTNER AND CHIEF EXECUTIVE OFFICER | B | yes | 04/2010 | Jan 17, 2014 | Oct 30, 2024 |
| THE EIGHTH WONDER FOUNDATION | Shareholder | E | yes | 06/2022 | Jun 29, 2022 | Oct 30, 2024 |
| VALUE INVESTMENTS LIMITED | Shareholder | D | yes | 07/2010 | Jan 17, 2014 | Oct 30, 2024 |
| NOLELU II LLC | Partner | B | no | 08/2012 | Jun 30, 2015 | Oct 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FUNDSMITH INVESTMENT SERVICES LIMITED | n/a | Asset manager | $25B | N | yes | n/a |
| FUNDSMITH EQUITY FUND (GP) LLC | n/a | n/a | n/a | Y | yes | n/a |
| FUNDSMITH PARTNERS U.S. LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Jun 28, 2024 | $38B | $38B | 43 | 5 | 0 | 3 | $1.2B |
| 2023 | Jun 29, 2023 | $36B | $36B | 39 | 5 | 0 | 3 | $1.5B |
| 2022 | Jun 29, 2022 | $42B | $42B | 35 | 6 | 0 | 3 | $1.7B |
| 2021 | Jun 28, 2021 | $46B | $46B | 47 | 9 | 0 | 3 | $1.4B |
| 2020 | Jun 29, 2020 | $29B | $29B | 38 | 9 | 0 | 3 | $642M |
| 2019 | Aug 29, 2019 | $28B | $28B | 27 | 9 | 0 | 2 | $506M |
| 2018 | Jun 29, 2018 | $20B | $20B | 22 | 7 | 0 | 1 | $397M |
| 2017 | Jun 29, 2017 | $14B | $14B | 22 | 7 | n/a | 1 | $175M |
| 2016 | Jun 29, 2016 | $8.5B | $8.5B | 17 | 10 | n/a | 1 | $77.5M |
| 2015 | Jun 30, 2015 | $5.6B | $5.6B | 17 | 9 | n/a | 1 | $66.0M |
| 2014 | Jun 27, 2014 | $2.9B | $2.9B | 17 | 5 | n/a | 1 | $39.0M |
| 2010 | Jun 26, 2019 | $28B | $28B | 27 | 9 | 0 | 2 | $506M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $19B | $36B | -47.9% | $46B | -26.0% | 43 | 39 | 0 | 0 |