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CRD 171592
LONDON
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| STEWART INVESTORS GLOBAL EMERGING MARKETS LEADERS SUSTAINABILITY FUND (DST) | Other Private Fund | $399M | Nov 26, 2024 | 87 | Mar 30, 2012 | reported | 021-105118 |
| MAHOUT ASIA PACIFIC LEADERS FUND DST | Other Private Fund | $103M | Feb 14, 2018 | 11 | Mar 30, 2012 | dropped | 021-109063 |
| STEWART INVESTORS WORLDWIDE SUSTAINABILITY FUND DST | Other Private Fund | $62.9M | Nov 26, 2024 | 20 | Apr 12, 2016 | reported | 021-109063 |
| MAHOUT GLOBAL EMERGING MARKETS LEADERS FUND GT | Other Private Fund | $41.4M | Jan 27, 2020 | 5 | Mar 30, 2012 | dropped | 021-85850 |
| FIRST STATE INVESTMENTS GLOBAL LISTED INFRASTRUCTURE FUND DST | Other Private Fund | $6.4M | Sep 24, 2014 | 2 | Apr 12, 2013 | dropped | n/a |
| FIRST STATE INVESTMENTS GLOBAL PROPERTY SECURITIES FUND DST | Other Private Fund | $6.4M | Sep 24, 2014 | 2 | Sep 27, 2012 | dropped | n/a |
| STEWART INVESTORS WORLDWIDE LEADERS FUND DST | Other Private Fund | $0 | Jul 17, 2023 | 0 | Apr 12, 2016 | dropped | 021-109063 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COTTON, GARY, NICHOLAS | MANAGING DIRECTOR, EMEA & CHIEF OF STAFF | NA | yes | 12/2020 | Mar 29, 2021 | Nov 26, 2024 |
| Daniel, Jane, Philippa Louise | DIRECTOR AND CHIEF RISK OFFICER | NA | yes | 04/2023 | May 9, 2023 | Nov 26, 2024 |
| Evans, Suzanne, Clare | GLOBAL CHIEF FINANCIAL AND STRATEGY OFFICER | NA | yes | 01/2021 | Mar 31, 2023 | Nov 26, 2024 |
| FIRST SENTIER INVESTORS HOLDINGS PTY LIMITED | SHAREHOLDER | E | yes | 08/2019 | Mar 30, 2020 | Nov 26, 2024 |
| FIRST SENTIERS INVESTORS UK HOLDINGS LIMITED | SHAREHOLDER | E | yes | 11/2024 | Nov 26, 2024 | Nov 26, 2024 |
| Gazal, Amanda, Renee | CHIEF OPERATING OFFICER | NA | yes | 02/2024 | Mar 14, 2024 | Nov 26, 2024 |
| HAWKINS, PETER, JOHN | CHIEF COMPLIANCE OFFICER | NA | yes | 10/2019 | Nov 19, 2019 | Nov 26, 2024 |
| MITSUBISHI UFJ FINANCIAL GROUP, INC | SHAREHOLDER | E | yes | 08/2019 | Sep 2, 2019 | Nov 26, 2024 |
| MITSUBISHI UFJ TRUST AND BANKING CORPORATION | SHAREHOLDER | E | yes | 08/2019 | Sep 2, 2019 | Nov 26, 2024 |
| Warburton, Lisa, Jane | GROUP GENERAL COUNSEL | NA | yes | 03/2023 | Mar 31, 2023 | Nov 26, 2024 |
| JOHNSON, CYRIL, FRANCIS | CHAIRMAN | NA | no | 11/2022 | Sep 16, 2015 | Nov 26, 2024 |
| Kubitscheck, Vicky Wai-Choo | INDEPENDENT NON-EXECUTIVE DIRECTOR | NA | no | 07/2018 | Sep 5, 2018 | Nov 26, 2024 |
| Lowe, Jacqueline | INDEPENDENT NON-EXECUTIVE DIRECTOR | NA | no | 08/2021 | Mar 31, 2022 | Nov 26, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| EDINBURGH SCOTLAND | n/a | United Kingdom | 15 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $12B | $12B | 314 | 50 | 1 | 1 | n/a |
| 2024 | Mar 31, 2025 | $16B | $16B | 344 | 63 | 1 | 2 | n/a |
| 2023 | Mar 14, 2024 | $18B | $18B | 368 | 69 | 1 | 2 | $462M |
| 2022 | Mar 31, 2023 | $18B | $18B | 377 | 62 | 1 | 3 | $389M |
| 2021 | Mar 31, 2022 | $23B | $23B | 378 | 59 | 1 | 3 | $461M |
| 2020 | Mar 29, 2021 | $199M | $199M | 362 | 56 | 1 | 3 | $751M |
| 2019 | Mar 30, 2020 | $209M | $209M | 337 | 57 | 1 | 3 | $460M |
| 2018 | Sep 5, 2018 | $202M | $202M | 337 | 66 | 1 | 4 | $984M |
| 2017 | Sep 7, 2017 | $334M | $334M | 398 | 62 | n/a | 5 | $1.1B |
| 2016 | Sep 29, 2016 | $27B | $27B | 336 | 65 | n/a | 5 | $804M |
| 2015 | Sep 16, 2015 | $28B | $28B | 316 | 57 | n/a | 3 | $799M |
| 2014 | Sep 24, 2014 | $30B | $30B | 265 | 55 | n/a | 5 | $898M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $12B | $16B | -27.7% | $18B | -13.3% | 314 | 344 | 1 | 1 |