Taconic Capital Advisors Uk LLP (London)

Name: Taconic Capital Advisors Uk LLP
Address: 55 Grosvenor Street, London, W1 K 3 Hy
Telephone: 44 20 7518 2500

Taconic Capital Advisors Uk LLP is a large advisory firm based in London. It manages $8.47 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2007.

Taconic Capital Advisors Uk provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Taconic Capital Advisors Uk: assets under management

The assets under management (AUM) of Taconic Capital Advisors Uk LLP is $8.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and $8.04 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $8.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $423.32 million each.

Taconic Capital Advisors Uk has custody of $8.47 billion in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Taconic Capital Advisors Uk LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Taconic Capital Advisors Uk serves?

The only and largest group of clients of Taconic Capital Advisors Uk is pooled investment vehicles with 20 clients and $8.47 billion of assets under management. Among the 8 most similar advisory firms, Taconic Capital Advisors Uk has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $8.47 billion for 20 clients. 70% of the firm’s clients are foreign persons or businesses.

Taconic Capital Advisors Uk also advises several private funds.

Careers at Taconic Capital Advisors Uk LLP

The company employs 19 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Christopher Lord Delong has served as the Chief Investment Officer since 1 Jan 2013. Flaurine St Louis joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robin Rothstein	Chief financial officer	1 Feb 2001	Other	5043378
Alyssa Greif Yavner	Director of finance	1 Feb 2006	Other	5491669
Taconic Capital Services Uk Ltd.	Managing member	1 Jan 2007	Other	98-0374809
Alexander Thomson	Member, chief executive officer and chief compliance officer	1 Jan 2007	Other	1242788
Carol Frances Lee	General counsel	1 Sep 2007	Other	5488226
Elizabeth Ann Keeley	Chief compliance officer	1 Dec 2007	Other	2686110
Alyssa Greif Yavner	Chief financial officer	1 Dec 2009	Other	5491669
Kelly Davendar Hampaul	Member and chief executive officer	1 Feb 2011	Other	5274924
Elizabeth Ann Keeley	General counsel	1 Jan 2013	Other	2686110
Christopher Lord Delong	Chief investment officer	1 Jan 2013	Other	2795163
Keith Alexander Magliana	Portfolio manager	1 Jan 2013	Other	2955743
James Stephen Thompson	Member and chief executive officer	1 Jan 2015	Other	6439888
Elizabeth Ann Keeley	Chief operating officer	1 Apr 2017	Other	2686110
Flaurine St Louis	Chief compliance officer	1 Jun 2017	Other	5027430

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth David Brody	Member/manager	1 Feb 2001	50% - 75%	31293
Taconic Capital Performance Partners Llc	General partner	1 Dec 2006	Other	52-2177274
Frank Peter Brosens	Member/manager	1 Jan 2007	75% - 100%	730150
Taconic Capital Advisors L.P.	Owner	1 Jan 2007	75% - 100%	137295

Based in London

The principal office where Taconic Capital Advisors Uk LLP performs its advisory services is located at 55 Grosvenor Street, London, W1 K 3 Hy, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 44 20 7518 2500 or by fax 44 20 7518 2501. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at taconiccap.com.