DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Former SEC-registered adviser
Lansdowne Partners Limited Partnership
Latest filing May 20, 2014
First filing on the tape Mar 27, 2012 · 6 filings
RAUM
$33B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
70
22 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
10
$32B gross assets
History
6 filings and snapshots on the tape
RAUM$33B as of May 20, 2014
Jun 28, 2012$21B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 20, 2014
May 17, 20130 then
Employees (5.A)70 as of May 20, 2014
May 17, 201363 then
Private funds10 as of May 20, 2014
Jun 28, 201220 then
RAUM +40% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 20, 2014; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.1BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +40%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 29reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Lansdowne Developed Markets Fund Limitedno longer reported | Hedge Fund | $5.8B | 360 | Mar 27, 2012 |
| Lansdowne Global Financials Fund Limited | Hedge Fund | $2.0B | 101 | Mar 27, 2012 |
| Lansdowne Developed Markets Fund, L.P.no longer reported | Hedge Fund | $1.1B | 82 | Mar 27, 2012 |
| Lansdowne European Equity Fund Limited B Class | Hedge Fund | $852M | 62 | Jun 28, 2012 |
| Lansdowne European Strategic Equity Fund, L.P. | Hedge Fund | $495M | 36 | Mar 27, 2012 |
| Lansdowne Uk Strategic Investment Fund Limitedno longer reported | Hedge Fund | $475M | 57 | Mar 27, 2012 |
| Lansdowne Global Financials Fund, L.P. | Hedge Fund | $178M | 20 | Mar 27, 2012 |
| Lansdowne Global Long Only Fund Limitedno longer reported | Hedge Fund | $136M | 25 | Mar 27, 2012 |
| Lansdowne European Equity Fund Limited A Class | Hedge Fund | $133M | 20 | Mar 27, 2012 |
| Lansdowne Global Long Lonly Master Fund Limited | Hedge Fund | $113M | 16 | Mar 27, 2012 |
| Lansdowne European Equity Fund, L.P.no longer reported | Hedge Fund | $42.1M | 19 | Mar 27, 2012 |
| Lansdowne Uk Strategic Investment Fund, L.P.no longer reported | Hedge Fund | $17.8M | 10 | Mar 27, 2012 |
| Lansdowne Glof Feeder Limitedno longer reported | Hedge Fund | $3.8M | 1 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Graham Peter Davies · Limited Partnercontrolsince 06/2001 · owns 10% to 25%
- Michael Jefferies William De Winton · Limited Partnercontrolsince 04/2004 · owns 5% to 10%
- Andrew Steven Heinz · Limited Founding Partnercontrolsince 07/1998 · owns 10% to 25%
- Grant Stuart Roden · Limited Partnercontrolsince 06/2001 · owns 10% to 25%
- Martin Paul Ruddock · Founder Limited Partnercontrolsince 07/1998 · owns 10% to 25%
- James Hugh Orange · Limited Partner/Chief Compliance Officersince 12/2013 · owns less than 5%
Entity owners
- Lansdowne Partners Limited · General Partnerdirect · owns less than 5%
- Morgan Stanley · 100% Owner Of Ms Holdings Incorporatedindirect · owns 75% or more of Ms Holdings Incorporated · public reporting company
- Ms Holdings Incorporated · 100% Owner Of Ms Ars Holding B Inc.indirect · owns 75% or more of Ms Ars Holding B Inc.
- Ms Ars Holding B Inc. · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Lansdowne Partners Austria Gmbhinvestment adviserbanknRAUM $9.1B
- Lansdowne Partners International Limitedbankpooled vehicle sponsory
- Lansdowne Partners Limitedinvestment advisery
Advisers that list Lansdowne Partners Limited Partnership as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 26 to 29Feb 21, 2014 to May 20, 2014
- Advisory employees · 18 to 22Feb 21, 2014 to May 20, 2014
- Advisory activities · 2 to 3Feb 21, 2014 to May 20, 2014
- Employees · 63 to 70Feb 21, 2014 to May 20, 2014
- Private funds · 11 to 10Feb 21, 2014 to May 20, 2014
- Discretionary RAUM · $23B to $33BFeb 21, 2014 to May 20, 2014
- RAUM · $23B to $33BFeb 21, 2014 to May 20, 2014
- Private funds · 13 to 11Aug 16, 2013 to Feb 21, 2014
- Private funds · 14 to 13May 17, 2013 to Aug 16, 2013
- Accounts · 23 to 26Jun 28, 2012 to May 17, 2013
- Advisory employees · unset to 18.0Jun 28, 2012 to May 17, 2013
- Employees · unset to 63.0Jun 28, 2012 to May 17, 2013
- State-registered IARs · unset to 0.0Jun 28, 2012 to May 17, 2013
- Private funds · 20 to 14Jun 28, 2012 to May 17, 2013
- Discretionary RAUM · $21B to $23BJun 28, 2012 to May 17, 2013
- RAUM · $21B to $23BJun 28, 2012 to May 17, 2013
- Related bank · false to trueJun 28, 2012 to May 17, 2013
- Accounts · 20 to 23Mar 27, 2012 to Jun 28, 2012
- Private funds · 18 to 20Mar 27, 2012 to Jun 28, 2012
- Discretionary RAUM · $22B to $21BMar 27, 2012 to Jun 28, 2012
- RAUM · $22B to $21BMar 27, 2012 to Jun 28, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026