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.
SEC-registered adviser
Lansdowne Partners (Uk) Llp
Latest filing Jul 27, 2026
First filing on the tape Jul 10, 2014 · 26 filings
SEC status approved since Aug 1, 2014
RAUM
$10B
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
53
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$10B as of Jul 27, 2026
Jun 2, 2015$32B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 27, 2026
Jun 2, 20150 then
Employees (5.A)53 as of Jul 27, 2026
Jun 2, 201572 then
Private funds7 as of Jul 27, 2026
Jun 2, 201512 then
RAUM +54% over the last fiscal year-5.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 27, 2026; 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
- $294MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 14%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
- +8.1%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 vehiclesreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.9B86%
- State and municipal entities$998M9.7%
- Sovereign wealth funds$429M4.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.86 institutional_share=0.14 related_bd=false related_bank=true bd_reps=0.0derived
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
16 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Graham Peter Davies · Member / Head Of Developed Markets Strategycontrolsince 07/2014 · owns 10% to 25%
- Brian Richard Heyworth · Member / Co-Managing Partner / Chief Executive Officercontrolsince 01/2021 · owns less than 5%
- James Hugh Orange · Member / Chief Compliance Officer / Chief Financial Officercontrolsince 07/2014 · owns less than 5%
- Denise Karen Zachary · Member / Chief Operations Officercontrolsince 02/2024 · owns less than 5%
- Andrew Steven Heinz · Shareholdercontrolsince 04/2005 · owns 50% to 75% of Lansdowne Partners International Limited
- Martin Paul Ruddock · Shareholdercontrolsince 04/1998 · owns 50% to 75% of Lansdowne Partners International Limited
Entity owners
- Lansdowne Partners Limited · First Corporate Memberdirect · owns less than 5%
- Lansdowne Partners International Limited · Shareholderindirect · owns 75% or more of Lansdowne Partners Limited
Related persons
Schedule D 7.A
- Crux Asset Management Limitedinvestment advisery
- Lansdowne General Partner I Limitedbankpooled vehicle sponsorn
- Lansdowne Partners Austria Gmbhinvestment adviserbanknRAUM $9.1B
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 36 to 35Jun 18, 2025 to Jun 29, 2026
- Advisory employees · 18 to 14Jun 18, 2025 to Jun 29, 2026
- Pooled vehicle clients · 34 to 33Jun 18, 2025 to Jun 29, 2026
- Employees · 59 to 53Jun 18, 2025 to Jun 29, 2026
- Discretionary RAUM · $8.0B to $10BJun 18, 2025 to Jun 29, 2026
- Pooled vehicle RAUM · $6.9B to $8.9BJun 18, 2025 to Jun 29, 2026
- RAUM · $8.0B to $10BJun 18, 2025 to Jun 29, 2026
- Accounts · 34 to 36Jun 27, 2024 to Jun 18, 2025
- Advisory employees · 20 to 18Jun 27, 2024 to Jun 18, 2025
- Pooled vehicle clients · 32 to 34Jun 27, 2024 to Jun 18, 2025
- Employees · 71 to 59Jun 27, 2024 to Jun 18, 2025
- Financial planning clients · unset to Jun 27, 2024 to Jun 18, 2025
- HQ state · unset to Jun 27, 2024 to Jun 18, 2025
- Discretionary RAUM · $7.2B to $8.0BJun 27, 2024 to Jun 18, 2025
- Pooled vehicle RAUM · $6.2B to $6.9BJun 27, 2024 to Jun 18, 2025
- RAUM · $7.2B to $8.0BJun 27, 2024 to Jun 18, 2025
- Accounts · 30 to 34Jun 28, 2023 to Jun 27, 2024
- Advisory employees · 19 to 20Jun 28, 2023 to Jun 27, 2024
- Pooled vehicle clients · 28 to 32Jun 28, 2023 to Jun 27, 2024
- Employees · 63 to 71Jun 28, 2023 to Jun 27, 2024
- Discretionary RAUM · $6.7B to $7.2BJun 28, 2023 to Jun 27, 2024
- Pooled vehicle RAUM · $5.8B to $6.2BJun 28, 2023 to Jun 27, 2024
- RAUM · $6.7B to $7.2BJun 28, 2023 to Jun 27, 2024
- Accounts · 32 to 30Jun 23, 2022 to Jun 28, 2023
- Pooled vehicle clients · 29 to 28Jun 23, 2022 to Jun 28, 2023
- Employees · 64 to 63Jun 23, 2022 to Jun 28, 2023
- Private funds · 8 to 7Jun 23, 2022 to Jun 28, 2023
- Discretionary RAUM · $7.7B to $6.7BJun 23, 2022 to Jun 28, 2023
- Pooled vehicle RAUM · $6.5B to $5.8BJun 23, 2022 to Jun 28, 2023
- RAUM · $7.7B to $6.7BJun 23, 2022 to Jun 28, 2023
- Advisory employees · 20 to 19Feb 22, 2022 to Jun 23, 2022
- Employees · 63 to 64Feb 22, 2022 to Jun 23, 2022
- Discretionary RAUM · $8.8B to $7.7BFeb 22, 2022 to Jun 23, 2022
- Pooled vehicle RAUM · $7.6B to $6.5BFeb 22, 2022 to Jun 23, 2022
- RAUM · $8.8B to $7.7BFeb 22, 2022 to Jun 23, 2022
- Accounts · 40 to 32Jun 29, 2021 to Feb 22, 2022
- Advisory employees · 25 to 20Jun 29, 2021 to Feb 22, 2022
- Pooled vehicle clients · 37 to 29Jun 29, 2021 to Feb 22, 2022
- Employees · 69 to 63Jun 29, 2021 to Feb 22, 2022
- Private funds · 12 to 8Jun 29, 2021 to Feb 22, 2022
Signals
9 dated events
- Lansdowne Partners (Uk) Llp reported RAUM $10.3B, up 29% from $8.0B (2025-06-18 to 2026-06-29)Jun 29, 2026 · RAUM change · derived
- Suzanna Nutton (Member / Chief Executive Officer / Co-Managing Partner) no longer on Schedule A of Lansdowne Partners (Uk) Llp (listed 2023-06-28, absent 2024-06-27)Jun 27, 2024 · Control person left · inference
- Denise Karen Zachary (Member / Chief Operations Officer) appeared on Schedule A of Lansdowne Partners (Uk) LlpJun 27, 2024 · Control person joined · fact
- Lansdowne Partners (Uk) Llp reported RAUM $8.8B, down 27% from $12.0B (2021-06-29 to 2022-02-22)Feb 22, 2022 · RAUM change · derived
- Brian Richard Heyworth (Member / Co-Managing Partner) appeared on Schedule A of Lansdowne Partners (Uk) LlpMar 1, 2021 · Control person joined · fact
- Lansdowne Partners (Uk) Llp reported RAUM $11.9B, down 26% from $16.1B (2020-05-29 to 2020-11-27)Nov 27, 2020 · RAUM change · derived
- Grant Stuart Roden (Member / Chairman) no longer on Schedule A of Lansdowne Partners (Uk) Llp (listed 2018-09-28, absent 2019-06-28)Jun 28, 2019 · Control person left · inference
- Lansdowne Partners (Uk) Llp reported succeeding to the business of Another Adviser (Form ADV Item 4)Jul 10, 2014 · Succession (Item 4) · fact
- Lansdowne Partners (Uk) Llp filed its initial SEC registration (Form ADV)Jul 10, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/lansdowne-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- LANSDOWNEPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 44-20-7290-5500reportedpublic record, Form ADV, Jul 27, 2026
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
- Asset manager (funds and pooled vehicles)deriveda 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