DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

TAUBE HODSON STONEX PARTNERS LLP

CRD 163806

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eec08530-52b2-0a40-0ad2-30ba508db2de

Data as of Jul 6, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Jun 10, 2014 to Jul 6, 2015
6 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.7BItem 5.F on the latest filing (2015-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 28
Advisory employees: 9
Accounts: 18
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $803Mgross asset value as reported per fund; never fund size
SEC number: 801-79927
CRD: 163806
Filings on the tape: 6
First filed: Jun 10, 2014
Latest filed: Jul 6, 2015
Organised: Limited Liability Partnership

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ST JAMES'S PLACE INTERNATIONAL UNIT TRUST	Other Private Fund	$1.2B	Jun 27, 2012	68,618	Apr 2, 2012	dropped	n/a
INTERNATIONAL GROWTH & VALUE FUND	Other Private Fund	$791M	Jul 6, 2015	1,077	Apr 2, 2012	reported	021-242976
THS KINGSWAY FUND	Hedge Fund	$711M	Jun 29, 2015	133	Jun 21, 2013	reported	021-196630
ST JAMES'S PLACE GLOBAL EQUITY UNIT TRUST	Other Private Fund	$535M	Jun 27, 2012	9,964	Apr 2, 2012	dropped	n/a
EUROPEAN GROWTH & VALUE FUND	Other Private Fund	$12.0M	Jul 6, 2015	49	Apr 2, 2012	reported	021-242980

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BISHOP, STEVEN, MICHAEL WEAR	MANAGING MEMBER AND CHIEF OPERATING OFFICER	B	yes	04/2010	Jun 10, 2014	Jul 6, 2015
EVANS, MARK	MANAGING MEMBER AND CHIEF FINANCIAL OFFICER	B	yes	12/2007	Jun 10, 2014	Jul 6, 2015
MIREMADI, ALI, PAUL	MANAGING MEMBER	B	yes	04/2010	Jun 10, 2014	Jul 6, 2015
SMITHSON, ROBERT, CHRISTOPHER	MANAGING MEMBER	B	yes	04/2010	Jun 10, 2014	Jul 6, 2015
STONEX, CATO, HENNING	MANAGING MEMBER	B	yes	12/2007	Jun 10, 2014	Jul 6, 2015
TAUBE HODSON STONEX PARTNERS (UK) LIMITED	CORPORATE MEMBER	E	yes	12/2007	Jun 29, 2015	Jul 6, 2015
THSP LIMITED	PARENT COMPANY	E	yes	01/1996	Jun 29, 2015	Jul 6, 2015
VAN TONDER, KIM	CHIEF COMPLIANCE OFFICER	Na	no	03/2012	Jun 10, 2014	Jul 6, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
TAUBE HODSON STONEX PARTNERS UNIT TRUST MANAGEMENT COMPANY LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Jun 29, 2015	$5.7B	$5.7B	32	11	n/a	3	$1.5B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$4.7B	n/a	n/a	n/a	n/a	28	n/a	n/a	n/a

Relationships

Advises (5)

→ EUROPEAN GROWTH & VALUE FUNDPrivate fundOther Private Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ INTERNATIONAL GROWTH & VALUE FUNDPrivate fundOther Private Fund, IA
Apr 2, 2012 to presentfactForm ADV
→ THS KINGSWAY FUNDPrivate fundHedge Fund, IA
Jun 21, 2013 to presentfactForm ADV
→ ST JAMES'S PLACE GLOBAL EQUITY UNIT TRUSTPrivate fundOther Private Fund, ERA, no longer reported
Apr 2, 2012 to Jun 27, 2012factForm ADV
→ ST JAMES'S PLACE INTERNATIONAL UNIT TRUSTPrivate fundOther Private Fund, ERA, no longer reported
Apr 2, 2012 to Jun 27, 2012factForm ADV

Controls (7)

← BISHOP, STEVEN, MICHAEL WEAROwnerMANAGING MEMBER AND CHIEF OPERATING OFFICER, ownership code B, individual
Jun 10, 2014 to presentfactForm ADV
← MIREMADI, ALI, PAULOwnerMANAGING MEMBER, ownership code B, individual
Jun 10, 2014 to presentfactForm ADV
← STONEX, CATO, HENNINGOwnerMANAGING MEMBER, ownership code B, individual
Jun 10, 2014 to presentfactForm ADV
← EVANS, MARKOwnerMANAGING MEMBER AND CHIEF FINANCIAL OFFICER, ownership code B, individual
Jun 10, 2014 to presentfactForm ADV
← SMITHSON, ROBERT, CHRISTOPHEROwnerMANAGING MEMBER, ownership code B, individual
Jun 10, 2014 to presentfactForm ADV
← TAUBE HODSON STONEX PARTNERS (UK) LIMITEDOwnerCORPORATE MEMBER, ownership code E, foreign entity
Jun 29, 2015 to presentfactForm ADV
← THSP LIMITEDOwnerPARENT COMPANY, ownership code E, foreign entity
Jun 29, 2015 to presentfactForm ADV

Owns (1)

← VAN TONDER, KIMOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 10, 2014 to presentfactForm ADV

Dated events

Occurred
Jun 10, 2014
First Form ADV filing
Taube Hodson Stonex Partners Llp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eec08530-52b2-0a40-0ad2-30ba508db2de
First observed: Jun 10, 2014
Last observed: Jul 6, 2015 136 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TAUBE HODSON STONEX PARTNERS LLP

CRD 163806

LONDON

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eec08530-52b2-0a40-0ad2-30ba508db2de

Data as of Jul 6, 2015 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ST JAMES'S PLACE INTERNATIONAL UNIT TRUST

Other Private Fund

$1.2B

Jun 27, 2012

68,618

Apr 2, 2012

dropped

n/a

INTERNATIONAL GROWTH & VALUE FUND

Other Private Fund

$791M

Jul 6, 2015

1,077

Apr 2, 2012

reported

021-242976

THS KINGSWAY FUND

Hedge Fund

$711M

Jun 29, 2015

133

Jun 21, 2013

reported

021-196630

ST JAMES'S PLACE GLOBAL EQUITY UNIT TRUST

Other Private Fund

$535M

Jun 27, 2012

9,964

Apr 2, 2012

dropped

n/a

EUROPEAN GROWTH & VALUE FUND

Other Private Fund

$12.0M

Jul 6, 2015

Apr 2, 2012

reported

021-242980

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BISHOP, STEVEN, MICHAEL WEAR

MANAGING MEMBER AND CHIEF OPERATING OFFICER

yes

04/2010

Jun 10, 2014

Jul 6, 2015

EVANS, MARK

MANAGING MEMBER AND CHIEF FINANCIAL OFFICER

yes

12/2007

Jun 10, 2014

Jul 6, 2015

MIREMADI, ALI, PAUL

MANAGING MEMBER

yes

04/2010

Jun 10, 2014

Jul 6, 2015

SMITHSON, ROBERT, CHRISTOPHER

MANAGING MEMBER

yes

04/2010

Jun 10, 2014

Jul 6, 2015

STONEX, CATO, HENNING

MANAGING MEMBER

yes

12/2007

Jun 10, 2014

Jul 6, 2015

TAUBE HODSON STONEX PARTNERS (UK) LIMITED

CORPORATE MEMBER

yes

12/2007

Jun 29, 2015

Jul 6, 2015

THSP LIMITED

PARENT COMPANY

yes

01/1996

Jun 29, 2015

Jul 6, 2015

VAN TONDER, KIM

CHIEF COMPLIANCE OFFICER

03/2012

Jun 10, 2014

Jul 6, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TAUBE HODSON STONEX PARTNERS UNIT TRUST MANAGEMENT COMPANY LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Jun 29, 2015

$5.7B

n/a

$1.5B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$4.7B

n/a